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Kelman-Lazarov Inc’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Kelman-Lazarov Inc’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
Q4 		– Sell
-3,180
Closed -$312K – 112
2024
Q3 		$312K Buy
+3,180
New +$293K 0.05% 88
2017
Q1 		– Sell
-500
Closed -$34.6K – 210
2016
Q4 		$34.6K Hold
500
– – 0.02% 188
2016
Q3 		$27.1K Hold
500
– – 0.02% 226
2016
Q2 		$24.2K Hold
500
– – 0.01% 223
2016
Q1 		$24K Buy
+500
New +$23.9K 0.01% 234

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kelman-Lazarov Inc's PNFP Position: Q4 2024 in Review

Kelman-Lazarov Inc sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2024, closing a stake of 3,180 shares — an estimated $312K sold.

Kelman-Lazarov Inc first reported a position in PNFP in Q1 2016 and held it in 5 quarters. The position peaked at $312K in Q3 2024. 464 funds tracked by Wall St. Rank hold PNFP as of Q4 2024.

  • Kelman-Lazarov Inc reported no remaining Pinnacle Financial Partners Inc position as of Q4 2024 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,180 Pinnacle Financial Partners Inc shares in Q4 2024, an estimated $312K.
  • Kelman-Lazarov Inc first reported a position in Pinnacle Financial Partners Inc in Q1 2016 and held it in 5 quarters.
  • Kelman-Lazarov Inc's Pinnacle Financial Partners Inc position peaked at $312K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2024.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2024, filed 13 Feb 2025.