Cresset Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$263K	Buy	+3,051	New	+$284K	﹤0.01%	1336
2025 Q2	–	Sell	-9,414	Closed	-$998K	–	1699
2025 Q1	$998K	Sell	9,414 -827	-8%	-$94.7K	0.01%	784
2024 Q4	$1.17M	Sell	10,241 -11,036	-52%	-$1.24M	0.01%	738
2024 Q3	$2.08M	Buy	21,277 +1,131	+6%	+$104K	0.01%	793
2024 Q2	$1.61M	Sell	20,146 -236	-1%	-$18.8K	0.01%	835
2024 Q1	$1.75M	Sell	20,382 -10,600	-34%	-$891K	0.01%	712
2023 Q4	$2.7M	Buy	30,982 +3,756	+14%	+$272K	0.02%	468
2023 Q3	$1.83M	Buy	27,226 +2,968	+12%	+$200K	0.01%	591
2023 Q2	$1.37M	Buy	+24,258	New	+$1.28M	0.01%	791
2021 Q4	–	Sell	-2,552	Closed	-$241K	–	1263
2021 Q3	$241K	Buy	2,552 +178	+7%	+$16.4K	﹤0.01%	946
2021 Q2	$209K	Sell	2,374 -481	-17%	-$43K	﹤0.01%	938
2021 Q1	$253K	Buy	+2,855	New	+$226K	﹤0.01%	755
2019 Q2	–	Sell	-1,471	Closed	-$80K	–	1363
2019 Q1	$80K	Buy	1,471 +229	+18%	+$12.6K	﹤0.01%	626
2018 Q4	$57K	Buy	+1,242	New	+$65.9K	﹤0.01%	452