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LMCG Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

LMCG Investments’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
-1,900
Closed -$210K – 232
2025
Q2 		$210K Sell
1,900
-100
-5% -$10.3K 0.01% 222
2025
Q1 		$212K Hold
2,000
– – 0.01% 224
2024
Q4 		$229K Buy
+2,000
New +$226K 0.01% 222
2024
Q3 		– Sell
-20,853
Closed -$1.67M – 270
2024
Q2 		$1.67M Sell
20,853
-100
-0.5% -$7.98K 0.1% 139
2024
Q1 		$1.8M Sell
20,953
-7,402
-26% -$622K 0.11% 148
2023
Q4 		$2.47M Buy
28,355
+4,361
+18% +$316K 0.15% 133
2023
Q3 		$1.61M Buy
23,994
+449
+2% +$30.3K 0.11% 169
2023
Q2 		$1.33M Hold
23,545
– – 0.09% 196
2023
Q1 		$1.3M Sell
23,545
-145
-0.6% -$10.2K 0.09% 200
2022
Q4 		$1.74M Sell
23,690
-1,090
-4% -$87.5K 0.12% 160
2022
Q3 		$2.01M Sell
24,780
-96
-0.4% -$7.67K 0.15% 154
2022
Q2 		$1.8M Sell
24,876
-754
-3% -$59.5K 0.12% 172
2022
Q1 		$2.36M Buy
+25,630
New +$2.53M 0.14% 160

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 $3.38T AUM 44.17% 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

LMCG Investments's PNFP Position: Q3 2025 in Review

LMCG Investments sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 1,900 shares — an estimated $210K sold.

LMCG Investments first reported a position in PNFP in Q1 2022 and held it in 13 quarters. The position peaked at $2.47M in Q4 2023. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • LMCG Investments reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • LMCG Investments sold 1,900 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $210K.
  • LMCG Investments first reported a position in Pinnacle Financial Partners Inc in Q1 2022 and held it in 13 quarters.
  • LMCG Investments's Pinnacle Financial Partners Inc position peaked at $2.47M in Q4 2023.
  • 506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on LMCG Investments's 13F filing for Q3 2025, filed 29 Oct 2025.