Edgestream Partners’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	–	Sell	-55,257	Closed	-$5.27M	–	1057
2025 Q4	$5.27M	Buy	55,257 +43,720	+379%	+$4.02M	0.15%	232
2025 Q3	$1.08M	Sell	11,537 -17,786	-61%	-$1.78M	0.03%	618
2025 Q2	$3.24M	Buy	+29,323	New	+$3.03M	0.09%	415
2025 Q1	–	Sell	-31,558	Closed	-$3.61M	–	1009
2024 Q4	$3.61M	Buy	31,558 +14,381	+84%	+$1.62M	0.15%	252
2024 Q3	$1.68M	Sell	17,177 -53,887	-76%	-$4.96M	0.07%	450
2024 Q2	$5.69M	Buy	71,064 +64,707	+1,018%	+$5.16M	0.27%	90
2024 Q1	$546K	Sell	6,357 -11,946	-65%	-$1M	0.03%	617
2023 Q4	$1.6M	Buy	+18,303	New	+$1.33M	0.11%	296
2022 Q4	–	Sell	-16,365	Closed	-$1.33M	–	610
2022 Q3	$1.33M	Buy	16,365 +13,192	+416%	+$1.05M	0.1%	241
2022 Q2	$229K	Sell	3,173 -6,296	-66%	-$497K	0.02%	476
2022 Q1	$872K	Sell	9,469 -3,326	-26%	-$329K	0.07%	349
2021 Q4	$1.22M	Buy	+12,795	New	+$1.25M	0.08%	285