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

Modern 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
2025
Q3 		– Sell
-2,144
Closed -$237K – 833
2025
Q2 		$237K Sell
2,144
-327
-13% -$33.7K 0.01% 687
2025
Q1 		$262K Buy
2,471
+374
+18% +$42.8K 0.01% 570
2024
Q4 		$240K Buy
+2,097
New +$236K 0.01% 512

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

Modern Wealth Management's PNFP Position: Q3 2025 in Review

Modern Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 2,144 shares — an estimated $237K sold.

Modern Wealth Management first reported a position in PNFP in Q4 2024 and held it in 3 quarters. The position peaked at $262K in Q1 2025. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • Modern Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • Modern Wealth Management sold 2,144 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $237K.
  • Modern Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and held it in 3 quarters.
  • Modern Wealth Management's Pinnacle Financial Partners Inc position peaked at $262K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Modern Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.