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Oliver Lagore Vanvalin Investment Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$169K Buy
+1,591
New +$164K 0.07% 146
2024
Q4 		$130K Buy
1,137
+329
+41% +$37.1K 0.03% 151
2024
Q3 		$79.2K Buy
808
+102
+14% +$9.38K 0.02% 199
2024
Q2 		$56.5K Sell
706
-11
-2% -$878 0.02% 227
2024
Q1 		$61.6K Buy
717
+24
+3% +$2.02K 0.02% 229
2023
Q4 		$60.5K Sell
693
-113
-14% -$8.19K 0.02% 201
2023
Q3 		$54K Sell
806
-673
-46% -$45.4K 0.02% 232
2023
Q2 		$83.8K Buy
1,479
+412
+39% +$21.7K 0.03% 191
2023
Q1 		$58.9K Sell
1,067
-215
-17% -$15.1K 0.03% 180
2022
Q4 		$94.1K Buy
1,282
+9
+0.7% +$723 0.05% 124
2022
Q3 		$103K Sell
1,273
-32
-2% -$2.56K 0.07% 117
2022
Q2 		$94K Buy
1,305
+10
+0.8% +$789 0.05% 133
2022
Q1 		$119K Buy
+1,295
New +$128K 0.08% 115

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PNFP Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2025: 1,591 shares worth $169K. The stake represents 0.07% of the portfolio and ranks #146 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in PNFP as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in PNFP in Q1 2022 and has held it in 13 quarters since. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,591 shares of Pinnacle Financial Partners Inc worth $169K as of Q2 2025.
  • Pinnacle Financial Partners Inc was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Pinnacle Financial Partners Inc made up 0.07% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #146 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Pinnacle Financial Partners Inc in Q1 2022 and has held it in 13 quarters since.
  • 509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.