Pinnacle Financial Partners (Tennessee)’s Factset FDS Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100	Closed	-$48K	–	520
2025 Q1	$48K	Hold	100	–	–	﹤0.01%	488
2024 Q4	$46K	Hold	100	–	–	﹤0.01%	484
2024 Q3	$46K	Hold	100	–	–	﹤0.01%	484
2024 Q2	$45.4K	Hold	100	–	–	﹤0.01%	482
2024 Q1	$45.4K	Sell	100 -427	-81%	-$199K	﹤0.01%	477
2023 Q4	$251K	Buy	527 +427	+427%	+$192K	0.01%	382
2023 Q3	$43.7K	Hold	100	–	–	﹤0.01%	440
2023 Q2	$40.1K	Hold	100	–	–	﹤0.01%	452
2023 Q1	$41.5K	Hold	100	–	–	﹤0.01%	438
2022 Q4	$40.1K	Hold	100	–	–	﹤0.01%	429
2022 Q3	$40K	Buy	+100	New	+$42.3K	﹤0.01%	418
2017 Q3	–	Sell	-97	Closed	-$16K	–	335
2017 Q2	$16K	Buy	+97	New	+$15.9K	﹤0.01%	407

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s FDS Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Factset (FDS) in Q2 2025, closing a stake of 100 shares — an estimated $48K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in FDS in Q2 2017 and held it in 12 quarters. The position peaked at $251K in Q4 2023. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 100 Factset shares in Q2 2025, an estimated $48K.
Pinnacle Financial Partners (Tennessee) first reported a position in Factset in Q2 2017 and held it in 12 quarters.
Pinnacle Financial Partners (Tennessee)'s Factset position peaked at $251K in Q4 2023.
837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.