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DFPG Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

DFPG Investments’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
2023
Q4 		$364K Sell
4,328
-241
-5% -$17.5K 0.03% 475
2023
Q3 		$295K Sell
4,569
-1,020
-18% -$68.8K 0.03% 476
2023
Q2 		$390K Buy
5,589
+728
+15% +$38.3K 0.04% 427
2023
Q1 		$268K Buy
+4,861
New +$341K 0.03% 452

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

DFPG Investments's PNFP Position: Q4 2023 in Review

DFPG Investments reduced its Pinnacle Financial Partners Inc (PNFP) stake by 5.3% in Q4 2023, selling an estimated $17.5K and leaving 4,328 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #475.

DFPG Investments first reported a position in PNFP in Q1 2023 and has held it in 4 quarters since. The position peaked at $390K in Q2 2023. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

  • DFPG Investments held 4,328 shares of Pinnacle Financial Partners Inc worth $364K as of Q4 2023.
  • DFPG Investments sold 241 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $17.5K.
  • Pinnacle Financial Partners Inc made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #475 holding.
  • DFPG Investments first reported a position in Pinnacle Financial Partners Inc in Q1 2023 and has held it in 4 quarters since.
  • DFPG Investments's Pinnacle Financial Partners Inc position peaked at $390K in Q2 2023.
  • 418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.