Mount Yale Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Mount Yale Investment Advisors’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	-346	Closed	-$38.2K	–	1357
2025 Q2	$38.2K	Buy	+346	New	+$35.7K	﹤0.01%	889
2022 Q4	–	Sell	-3,814	Closed	-$309K	–	488
2022 Q3	$309K	Buy	3,814 +2	+0.1%	+$160	0.04%	337
2022 Q2	$276K	Buy	3,812 +249	+7%	+$19.6K	0.03%	373
2022 Q1	$328K	Sell	3,563 -32	-0.9%	-$3.16K	0.04%	348
2021 Q4	$343K	Buy	3,595 +555	+18%	+$54.3K	0.04%	342
2021 Q3	$286K	Buy	3,040 +53	+2%	+$4.88K	0.03%	361
2021 Q2	$264K	Buy	+2,987	New	+$267K	0.03%	350

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's PNFP Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 346 shares — an estimated $38.2K sold.

Mount Yale Investment Advisors first reported a position in PNFP in Q2 2021 and held it in 7 quarters. The position peaked at $343K in Q4 2021. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 346 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $38.2K.
Mount Yale Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2021 and held it in 7 quarters.
Mount Yale Investment Advisors's Pinnacle Financial Partners Inc position peaked at $343K in Q4 2021.
506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.