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Concourse Financial Group Securities’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-149
Closed -$18.2K – 1529
2024
Q4 		$18.2K Sell
149
-87
-37% -$9.81K ﹤0.01% 1575
2024
Q3 		$23.1K Hold
236
– – ﹤0.01% 1475
2024
Q2 		$18.9K Sell
236
-23
-9% -$1.83K ﹤0.01% 1525
2024
Q1 		$22.2K Sell
259
-136
-34% -$11.4K ﹤0.01% 1485
2023
Q4 		$34.5K Sell
395
-50
-11% -$3.62K ﹤0.01% 1283
2023
Q3 		$29.8K Sell
445
-15
-3% -$1.01K ﹤0.01% 1297
2023
Q2 		$26.1K Sell
460
-19
-4% -$1K ﹤0.01% 1361
2023
Q1 		$26.4K Sell
479
-11
-2% -$772 ﹤0.01% 1373
2022
Q4 		$36K Sell
490
-36
-7% -$2.89K ﹤0.01% 1220
2022
Q3 		$43K Buy
526
+10
+2% +$799 ﹤0.01% 1009
2022
Q2 		$37K Sell
516
-31
-6% -$2.45K ﹤0.01% 1214
2022
Q1 		$50K Sell
547
-212
-28% -$20.9K ﹤0.01% 1146
2021
Q4 		$72K Hold
759
– – ﹤0.01% 1139
2021
Q3 		$71K Buy
759
+111
+17% +$10.2K ﹤0.01% 1158
2021
Q2 		$57K Sell
648
-7
-1% -$626 ﹤0.01% 1249
2021
Q1 		$58K Sell
655
-197
-23% -$15.6K ﹤0.01% 1170
2020
Q4 		$55K Sell
852
-9
-1% -$464 ﹤0.01% 1124
2020
Q3 		$31K Hold
861
– – ﹤0.01% 1223
2020
Q2 		$36K Sell
861
-235
-21% -$9.32K ﹤0.01% 1092
2020
Q1 		$41K Sell
1,096
-53
-5% -$2.87K ﹤0.01% 988
2019
Q4 		$74K Buy
1,149
+318
+38% +$19.2K 0.01% 804
2019
Q3 		$47K Sell
831
-787
-49% -$44K 0.01% 644
2019
Q2 		$93K Sell
1,618
-7
-0.4% -$394 0.01% 677
2019
Q1 		$88K Buy
1,625
+131
+9% +$7.24K 0.01% 717
2018
Q4 		$68K Buy
1,494
+630
+73% +$33.4K 0.01% 724
2018
Q3 		$52K Buy
+864
New +$54.7K 0.01% 583

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Concourse Financial Group Securities's PNFP Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2025, closing a stake of 149 shares — an estimated $18.2K sold.

Concourse Financial Group Securities first reported a position in PNFP in Q3 2018 and held it in 26 quarters. The position peaked at $93K in Q2 2019. 480 funds tracked by Wall St. Rank hold PNFP as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Pinnacle Financial Partners Inc position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 149 Pinnacle Financial Partners Inc shares in Q1 2025, an estimated $18.2K.
  • Concourse Financial Group Securities first reported a position in Pinnacle Financial Partners Inc in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Pinnacle Financial Partners Inc position peaked at $93K in Q2 2019.
  • 480 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.