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Dowling & Yahnke’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Dowling & Yahnke’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
2022
Q3 		$840K Hold
10,355
– – 0.04% 236
2022
Q2 		$749K Hold
10,355
– – 0.04% 241
2022
Q1 		$953K Hold
10,355
– – 0.04% 230
2021
Q4 		$989K Sell
10,355
-215
-2% -$21K 0.05% 227
2021
Q3 		$994K Hold
10,570
– – 0.06% 218
2021
Q2 		$933K Sell
10,570
-114
-1% -$10.2K 0.05% 215
2021
Q1 		$947K Buy
+10,684
New +$845K 0.06% 210

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dowling & Yahnke's PNFP Position: Q3 2022 in Review

Dowling & Yahnke held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2022 at 10,355 shares worth $840K. The position accounts for 0.04% of the portfolio, ranked #236.

Dowling & Yahnke first reported a position in PNFP in Q1 2021 and has held it in 7 quarters since. The position peaked at $994K in Q3 2021. 393 funds tracked by Wall St. Rank hold PNFP as of Q3 2022.

  • Dowling & Yahnke held 10,355 shares of Pinnacle Financial Partners Inc worth $840K as of Q3 2022.
  • Dowling & Yahnke left its Pinnacle Financial Partners Inc share count unchanged in Q3 2022.
  • Pinnacle Financial Partners Inc made up 0.04% of Dowling & Yahnke's portfolio in Q3 2022, its #236 holding.
  • Dowling & Yahnke first reported a position in Pinnacle Financial Partners Inc in Q1 2021 and has held it in 7 quarters since.
  • Dowling & Yahnke's Pinnacle Financial Partners Inc position peaked at $994K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.