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Carolinas Wealth Consulting’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-78,194
Closed -$8.29M – 701
2025
Q1 		$8.29M Sell
78,194
-388
-0.5% -$44.4K 1.78% 14
2024
Q4 		$8.99M Sell
78,582
-2,936
-4% -$331K 1.77% 16
2024
Q3 		$7.99M Sell
81,518
-349
-0.4% -$32.1K 1.45% 19
2024
Q2 		$6.55M Sell
81,867
-5,318
-6% -$424K 1.26% 23
2024
Q1 		$7.49M Buy
87,185
+358
+0.4% +$30.1K 1.48% 18
2023
Q4 		$7.57M Sell
86,827
-14,937
-15% -$1.08M 1.65% 15
2023
Q3 		$6.34M Sell
101,764
-5,476
-5% -$369K 1.58% 16
2023
Q2 		$6.08M Buy
107,240
+9,759
+10% +$514K 1.2% 22
2023
Q1 		$5.38M Buy
97,481
+228
+0.2% +$16K 1.14% 22
2022
Q4 		$7.14M Buy
97,253
+9
+0% +$723 1.62% 15
2022
Q3 		$7.89M Sell
97,244
-177
-0.2% -$14.1K 1.99% 13
2022
Q2 		$7.04M Buy
97,421
+10
+0% +$789 1.75% 15
2022
Q1 		$8.97M Buy
97,411
+7
+0% +$692 1.98% 14
2021
Q4 		$9.3M Sell
97,404
-111
-0.1% -$10.9K 2.03% 14
2021
Q3 		$9.17M Sell
97,515
-31,976
-25% -$2.94M 2.14% 15
2021
Q2 		$11.4M Sell
129,491
-194
-0.1% -$17.3K 2.51% 12
2021
Q1 		$11.5M Sell
129,685
-14,973
-10% -$1.18M 2.8% 12
2020
Q4 		$9.32M Buy
144,658
+6,736
+5% +$347K 2.51% 12
2020
Q3 		$4.91M Buy
137,922
+200
+0.1% +$7.96K 1.65% 19
2020
Q2 		$5.78M Buy
137,722
+199
+0.1% +$7.89K 2.28% 14
2020
Q1 		$5.16M Buy
+137,523
New +$7.45M 2.79% 10

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's PNFP Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2025, closing a stake of 78,194 shares — an estimated $8.29M sold.

Carolinas Wealth Consulting first reported a position in PNFP in Q1 2020 and held it in 21 quarters. The position peaked at $11.5M in Q1 2021. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Pinnacle Financial Partners Inc position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 78,194 Pinnacle Financial Partners Inc shares in Q2 2025, an estimated $8.29M.
  • Carolinas Wealth Consulting first reported a position in Pinnacle Financial Partners Inc in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Pinnacle Financial Partners Inc position peaked at $11.5M in Q1 2021.
  • 509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.