First Personal Financial Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

First Personal Financial Services’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
2024 Q3	$196	Buy	+2	New	+$184	﹤0.01%	466
2023 Q4	–	Sell	-88	Closed	-$5.9K	–	397
2023 Q3	$5.9K	Sell	88 -103	-54%	-$6.95K	﹤0.01%	333
2023 Q2	$10.8K	Sell	191 -91	-32%	-$4.79K	﹤0.01%	306
2023 Q1	$15.6K	Sell	282 -88	-24%	-$6.17K	﹤0.01%	299
2022 Q4	$27.2K	Sell	370 -56	-13%	-$4.5K	0.01%	263
2022 Q3	$35K	Buy	+426	New	+$34K	0.01%	233
2019 Q3	–	Sell	-935	Closed	-$54K	–	706
2019 Q2	$54K	Hold	935	–	–	0.02%	273
2019 Q1	$51K	Hold	935	–	–	0.02%	269
2018 Q4	$43K	Sell	935 -4	-0.4%	-$212	0.01%	277
2018 Q3	$56K	Hold	939	–	–	0.02%	268
2018 Q2	$58K	Buy	+939	New	+$61K	0.02%	255

Other funds holding PNFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Personal Financial Services's PNFP Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2024: 2 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in PNFP as recently as Q3 2023.

First Personal Financial Services first reported a position in PNFP in Q2 2018 and has held it in 11 quarters since. The position peaked at $58K in Q2 2018. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

First Personal Financial Services held 2 shares of Pinnacle Financial Partners Inc worth $196 as of Q3 2024.
Pinnacle Financial Partners Inc was a new First Personal Financial Services position in Q3 2024.
Pinnacle Financial Partners Inc made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #466 holding.
First Personal Financial Services first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and has held it in 11 quarters since.
First Personal Financial Services's Pinnacle Financial Partners Inc position peaked at $58K in Q2 2018.
421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.