Pathstone Family Office’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Pathstone Family Office’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
2023 Q3	$382K	Buy	5,694 +1,742	+44%	+$118K	﹤0.01%	1176
2023 Q2	$224K	Buy	+3,952	New	+$208K	﹤0.01%	1095
2023 Q1	–	Sell	-8,820	Closed	-$526K	–	1440
2022 Q4	$526K	Buy	8,820 +1,639	+23%	+$132K	﹤0.01%	1070
2022 Q3	$582K	Buy	+7,181	New	+$574K	0.01%	1012
2022 Q2	–	Sell	-1,727	Closed	-$394K	–	1121
2022 Q1	$394K	Buy	+1,727	New	+$171K	0.01%	638
2020 Q4	–	Sell	-5,022	Closed	-$178K	–	1294
2020 Q3	$178K	Buy	+5,022	New	+$200K	0.02%	212
2019 Q2	–	Sell	-90	Closed	-$5K	–	835
2019 Q1	$5K	Buy	+90	New	+$4.97K	﹤0.01%	599

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

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

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Pathstone Family Office's PNFP Position: Q3 2023 in Review

Pathstone Family Office increased its Pinnacle Financial Partners Inc (PNFP) stake by 44% in Q3 2023, buying an estimated $118K and bringing the position to 5,694 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Pathstone Family Office first reported a position in PNFP in Q1 2019 and has held it in 7 quarters since. The position peaked at $582K in Q3 2022. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

Pathstone Family Office held 5,694 shares of Pinnacle Financial Partners Inc worth $382K as of Q3 2023.
Pathstone Family Office bought 1,742 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $118K.
Pinnacle Financial Partners Inc made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1176 holding.
Pathstone Family Office first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and has held it in 7 quarters since.
Pathstone Family Office's Pinnacle Financial Partners Inc position peaked at $582K in Q3 2022.
391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.