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

Modern Wealth Management’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$237K Sell
2,143
-328
-13% -$36.2K 0.01% 673
2025
Q1 		$262K Buy
2,471
+374
+18% +$39.7K 0.01% 569
2024
Q4 		$240K Buy
+2,097
New +$240K 0.01% 511