Orion Portfolio Solutions’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Orion Portfolio Solutions’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 Q1	$4.09M	Sell	38,569 -416	-1%	-$47.6K	0.04%	409
2024 Q4	$4.46M	Sell	38,985 -6,278	-14%	-$708K	0.04%	364
2024 Q3	$4.43M	Sell	45,263 -1,553	-3%	-$143K	0.04%	367
2024 Q2	$3.75M	Sell	46,816 -8,140	-15%	-$650K	0.04%	396
2024 Q1	$4.72M	Sell	54,956 -2,299	-4%	-$193K	0.05%	335
2023 Q4	$4.97M	Sell	57,255 -3,913	-6%	-$284K	0.06%	305
2023 Q3	$4.1M	Sell	61,168 -2,472	-4%	-$167K	0.05%	348
2023 Q2	$3.61M	Sell	63,640 -1,531	-2%	-$80.6K	0.04%	421
2023 Q1	$3.59M	Buy	+65,171	New	+$4.57M	0.04%	356
2020 Q3	–	Sell	-164	Closed	-$7K	–	1608
2020 Q2	$7K	Buy	164 +20	+14%	+$793	﹤0.01%	1345
2020 Q1	$5K	Sell	144 -25	-15%	-$1.35K	﹤0.01%	1313
2019 Q4	$11K	Buy	+169	New	+$10.2K	﹤0.01%	970

Other funds holding PNFP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Orion Portfolio Solutions's PNFP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Pinnacle Financial Partners Inc (PNFP) stake by 1.1% in Q1 2025, selling an estimated $47.6K and leaving 38,569 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #409.

Orion Portfolio Solutions first reported a position in PNFP in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.97M in Q4 2023. 480 funds tracked by Wall St. Rank hold PNFP as of Q1 2025.

Orion Portfolio Solutions held 38,569 shares of Pinnacle Financial Partners Inc worth $4.09M as of Q1 2025.
Orion Portfolio Solutions sold 416 Pinnacle Financial Partners Inc shares in Q1 2025, an estimated $47.6K.
Pinnacle Financial Partners Inc made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #409 holding.
Orion Portfolio Solutions first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's Pinnacle Financial Partners Inc position peaked at $4.97M in Q4 2023.
480 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.