FMWA
PNFP icon

Forvis Mazars Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Forvis Mazars Wealth Advisors’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
-2,227
Closed -$246K – 410
2025
Q2 		$246K Buy
2,227
+4
+0.2% +$413 0.01% 374
2025
Q1 		$236K Sell
2,223
-2,886
-56% -$331K 0.01% 369
2024
Q4 		$584K Sell
5,109
-8
-0.2% -$902 0.01% 289
2024
Q3 		$501K Buy
+5,117
New +$471K 0.01% 315

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PNFP Position: Q3 2025 in Review

Forvis Mazars Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 2,227 shares — an estimated $246K sold.

Forvis Mazars Wealth Advisors first reported a position in PNFP in Q3 2024 and held it in 4 quarters. The position peaked at $584K in Q4 2024. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,227 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $246K.
  • Forvis Mazars Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $584K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.