Marietta Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Marietta Wealth Management’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	-10,941	Closed	-$1.07M	–	113
2024 Q3	$1.07M	Hold	10,941	–	–	0.16%	84
2024 Q2	$876K	Hold	10,941	–	–	0.14%	86
2024 Q1	$940K	Hold	10,941	–	–	0.16%	88
2023 Q4	$954K	Hold	10,941	–	–	0.17%	87
2023 Q3	$733K	Hold	10,941	–	–	0.15%	89
2023 Q2	$620K	Hold	10,941	–	–	0.12%	93
2023 Q1	$604K	Hold	10,941	–	–	0.13%	91
2022 Q4	$803K	Hold	10,941	–	–	0.18%	92
2022 Q3	$887K	Hold	10,941	–	–	0.22%	85
2022 Q2	$791K	Hold	10,941	–	–	0.19%	86
2022 Q1	$1.01M	Hold	10,941	–	–	0.21%	84
2021 Q4	$1.04M	Hold	10,941	–	–	0.21%	87
2021 Q3	$1.03M	Hold	10,941	–	–	0.22%	87
2021 Q2	$966K	Hold	10,941	–	–	0.22%	89
2021 Q1	$970K	Buy	+10,941	New	+$866K	0.24%	88

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

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

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marietta Wealth Management's PNFP Position: Q4 2024 in Review

Marietta Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2024, closing a stake of 10,941 shares — an estimated $1.07M sold.

Marietta Wealth Management first reported a position in PNFP in Q1 2021 and held it in 15 quarters. The position peaked at $1.07M in Q3 2024. 463 funds tracked by Wall St. Rank hold PNFP as of Q4 2024.

Marietta Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q4 2024 after selling out during the quarter.
Marietta Wealth Management sold 10,941 Pinnacle Financial Partners Inc shares in Q4 2024, an estimated $1.07M.
Marietta Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2021 and held it in 15 quarters.
Marietta Wealth Management's Pinnacle Financial Partners Inc position peaked at $1.07M in Q3 2024.
463 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2024.

Based on Marietta Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.