Capstone Investment Advisors
PNFP icon

Capstone Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Capstone Investment Advisors’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,803
Closed -$412K – 2377
2024
Q1 		$412K Buy
4,803
+2,380
+98% +$200K ﹤0.01% 1662
2023
Q4 		$211K Buy
+2,423
New +$176K ﹤0.01% 1770
2016
Q3 		– Sell
-6,059
Closed -$295K – 883
2016
Q2 		$295K Buy
+6,059
New +$297K 0.01% 565

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Investment Advisors's PNFP Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 4,803 shares — an estimated $412K sold.

Capstone Investment Advisors first reported a position in PNFP in Q2 2016 and held it in 3 quarters. The position peaked at $412K in Q1 2024. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,803 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $412K.
  • Capstone Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Pinnacle Financial Partners Inc position peaked at $412K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.