Pinnacle Financial Partners (Tennessee)
CBZ icon

Pinnacle Financial Partners (Tennessee)’s CBIZ CBZ Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,142
Closed -$225K – 470
2025
Q2 		$225K Hold
3,142
– – ﹤0.01% 441
2025
Q1 		$238K Hold
3,142
– – ﹤0.01% 419
2024
Q4 		$257K Hold
3,142
– – 0.01% 397
2024
Q3 		$211K Hold
3,142
– – ﹤0.01% 427
2024
Q2 		$233K Hold
3,142
– – 0.01% 402
2024
Q1 		$247K Buy
+3,142
New +$218K 0.01% 401

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PCP
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s CBZ Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,142 shares — an estimated $225K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in CBZ in Q1 2024 and held it in 6 quarters. The position peaked at $257K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 3,142 CBIZ shares in Q3 2025, an estimated $225K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in CBIZ in Q1 2024 and held it in 6 quarters.
  • Pinnacle Financial Partners (Tennessee)'s CBIZ position peaked at $257K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.