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NewSquare Capital’s Pinnacle Financial Partners Inc PNFP Stock Holding History

NewSquare Capital’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
-41
Closed -$4.53K – 943
2025
Q2 		$4.53K Sell
41
-61
-60% -$6.29K ﹤0.01% 832
2025
Q1 		$10.8K Buy
102
+99
+3,300% +$11.3K ﹤0.01% 525
2024
Q4 		$343 Buy
+3
New +$338 ﹤0.01% 786
2016
Q4 		– Sell
-57
Closed -$3K – 416
2016
Q3 		$3K Buy
+57
New +$3.08K ﹤0.01% 404

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

NewSquare Capital's PNFP Position: Q3 2025 in Review

NewSquare Capital sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 41 shares — an estimated $4.53K sold.

NewSquare Capital first reported a position in PNFP in Q3 2016 and held it in 4 quarters. The position peaked at $10.8K in Q1 2025. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • NewSquare Capital reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 41 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $4.53K.
  • NewSquare Capital first reported a position in Pinnacle Financial Partners Inc in Q3 2016 and held it in 4 quarters.
  • NewSquare Capital's Pinnacle Financial Partners Inc position peaked at $10.8K in Q1 2025.
  • 506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.