Landmark Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Landmark Financial 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
2023 Q4	$358K	Hold	4,107	–	–	0.13%	67
2023 Q3	$275K	Hold	4,107	–	–	0.11%	78
2023 Q2	$233K	Hold	4,107	–	–	0.1%	81
2023 Q1	$227K	Hold	4,107	–	–	0.1%	80
2022 Q4	$301K	Hold	4,107	–	–	0.14%	69
2022 Q3	$333K	Hold	4,107	–	–	0.18%	63
2022 Q2	$297K	Hold	4,107	–	–	0.15%	68
2022 Q1	$334K	Hold	4,107	–	–	0.16%	67
2021 Q4	$392K	Hold	4,107	–	–	0.17%	61
2021 Q3	$364K	Hold	4,107	–	–	0.2%	54
2021 Q2	$363K	Hold	4,107	–	–	0.17%	57
2021 Q1	$364K	Buy	4,107 +570	+16%	+$45.1K	0.2%	54
2020 Q4	$248K	Buy	+3,537	New	+$182K	0.14%	60
2020 Q1	–	Sell	-3,537	Closed	-$218K	–	72
2019 Q4	$218K	Hold	3,537	–	–	0.13%	61
2019 Q3	$200K	Hold	3,537	–	–	0.12%	58
2019 Q2	$203K	Buy	+3,537	New	+$199K	0.12%	57
2018 Q4	–	Sell	-3,537	Closed	-$212K	–	58
2018 Q3	$212K	Hold	3,537	–	–	0.13%	58
2018 Q2	$216K	Hold	3,537	–	–	0.13%	50
2018 Q1	$227K	Hold	3,537	–	–	0.14%	52
2017 Q4	$234K	Hold	3,537	–	–	0.15%	51
2017 Q3	$237K	Hold	3,537	–	–	0.16%	50
2017 Q2	$222K	Hold	3,537	–	–	0.16%	50
2017 Q1	$235K	Hold	3,537	–	–	0.17%	48
2016 Q4	$245K	Buy	+3,537	New	+$214K	0.2%	46

Other funds holding PNFP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Landmark Financial Advisors's PNFP Position: Q4 2023 in Review

Landmark Financial Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q4 2023 at 4,107 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #67.

Landmark Financial Advisors first reported a position in PNFP in Q4 2016 and has held it in 24 quarters since. The position peaked at $392K in Q4 2021. 419 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

Landmark Financial Advisors held 4,107 shares of Pinnacle Financial Partners Inc worth $358K as of Q4 2023.
Landmark Financial Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q4 2023.
Pinnacle Financial Partners Inc made up 0.13% of Landmark Financial Advisors's portfolio in Q4 2023, its #67 holding.
Landmark Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2016 and has held it in 24 quarters since.
Landmark Financial Advisors's Pinnacle Financial Partners Inc position peaked at $392K in Q4 2021.
419 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.