Diversify Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Diversify Wealth Management’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 Q3	–	Sell	-2,849	Closed	-$263K	–	556
2025 Q2	$263K	Sell	2,849 -207	-7%	-$21.4K	0.02%	474
2025 Q1	$309K	Sell	3,056 -286	-9%	-$32.8K	0.02%	433
2024 Q4	$375K	Sell	3,342 -147	-4%	-$16.6K	0.03%	398
2024 Q3	$356K	Sell	3,489 -283	-8%	-$26K	0.03%	371
2024 Q2	$319K	Buy	+3,772	New	+$301K	0.04%	349

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversify Wealth Management's PNFP Position: Q3 2025 in Review

Diversify Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 2,849 shares — an estimated $263K sold.

Diversify Wealth Management first reported a position in PNFP in Q2 2024 and held it in 5 quarters. The position peaked at $375K in Q4 2024. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

Diversify Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
Diversify Wealth Management sold 2,849 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $263K.
Diversify Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2024 and held it in 5 quarters.
Diversify Wealth Management's Pinnacle Financial Partners Inc position peaked at $375K in Q4 2024.
506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Diversify Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.