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GeoWealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

GeoWealth 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
Q1 		– Sell
-259
Closed -$29.6K – 1610
2024
Q4 		$29.6K Buy
259
+28
+12% +$3.16K ﹤0.01% 1293
2024
Q3 		$22.6K Buy
+231
New +$21.3K ﹤0.01% 1257

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

GeoWealth Management's PNFP Position: Q1 2025 in Review

GeoWealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2025, closing a stake of 259 shares — an estimated $29.6K sold.

GeoWealth Management first reported a position in PNFP in Q3 2024 and held it in 2 quarters. The position peaked at $29.6K in Q4 2024. 480 funds tracked by Wall St. Rank hold PNFP as of Q1 2025.

  • GeoWealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 259 Pinnacle Financial Partners Inc shares in Q1 2025, an estimated $29.6K.
  • GeoWealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Pinnacle Financial Partners Inc position peaked at $29.6K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.