MYIA
PNFP icon

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
BlackRock New York $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return