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

LRI 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
2026 Q2	$20K	Buy	198 +6	+3%	+$576	﹤0.01%	768
2026 Q1	$16.5K	Buy	192 +74	+63%	+$6.88K	﹤0.01%	742
2025 Q4	$11.3K	Hold	118	–	–	﹤0.01%	835
2025 Q3	$11.1K	Hold	118	–	–	﹤0.01%	851
2025 Q2	$13K	Hold	118	–	–	﹤0.01%	790
2025 Q1	$12.5K	Hold	118	–	–	﹤0.01%	749
2024 Q4	$13.5K	Hold	118	–	–	﹤0.01%	730
2024 Q3	$14.6K	Hold	118	–	–	﹤0.01%	708
2024 Q2	$9.45K	Hold	118	–	–	﹤0.01%	764
2024 Q1	$10.1K	Buy	+118	New	+$9.92K	﹤0.01%	504

Other funds holding PNFP

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return