Laurel Wealth Advisors (North Carolina)’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-552	Closed	-$58.5K	–	539
2025 Q1	$58.5K	Hold	552	–	–	0.01%	290
2024 Q4	$63.1K	Hold	552	–	–	0.01%	286
2024 Q3	$54.1K	Hold	552	–	–	0.01%	303
2024 Q2	$44.2K	Hold	552	–	–	0.01%	306
2024 Q1	$47.4K	Hold	552	–	–	0.01%	305
2023 Q4	$48.1K	Hold	552	–	–	0.01%	281
2023 Q3	$37K	Hold	552	–	–	0.01%	304
2023 Q2	$31.3K	Hold	552	–	–	0.01%	326
2023 Q1	$30.4K	Hold	552	–	–	0.01%	329
2022 Q4	$40.5K	Sell	552 -13	-2%	-$1.04K	0.01%	272
2022 Q3	$46K	Hold	565	–	–	0.01%	265
2022 Q2	$41K	Hold	565	–	–	0.01%	277
2022 Q1	$52K	Hold	565	–	–	0.01%	271
2021 Q4	$54K	Hold	565	–	–	0.01%	265
2021 Q3	$53K	Sell	565 -6	-1%	-$552	0.01%	265
2021 Q2	$50K	Hold	571	–	–	0.01%	278
2021 Q1	$51K	Hold	571	–	–	0.01%	267
2020 Q4	$37K	Hold	571	–	–	0.01%	283
2020 Q3	$20K	Hold	571	–	–	0.01%	316
2020 Q2	$24K	Hold	571	–	–	0.01%	297
2020 Q1	$21K	Hold	571	–	–	0.01%	290
2019 Q4	$37K	Hold	571	–	–	0.01%	273
2019 Q3	$32K	Hold	571	–	–	0.01%	275
2019 Q2	$33K	Buy	+571	New	+$32.1K	0.01%	275

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

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

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

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

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

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

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

Laurel Wealth Advisors (North Carolina)'s PNFP Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2025, closing a stake of 552 shares — an estimated $58.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PNFP in Q2 2019 and held it in 24 quarters. The position peaked at $63.1K in Q4 2024. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

Laurel Wealth Advisors (North Carolina) reported no remaining Pinnacle Financial Partners Inc position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 552 Pinnacle Financial Partners Inc shares in Q2 2025, an estimated $58.5K.
Laurel Wealth Advisors (North Carolina) first reported a position in Pinnacle Financial Partners Inc in Q2 2019 and held it in 24 quarters.
Laurel Wealth Advisors (North Carolina)'s Pinnacle Financial Partners Inc position peaked at $63.1K in Q4 2024.
509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.