Pinnacle Financial Partners (Tennessee)’s Principal Financial Group PFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-664	Closed	-$52.7K	–	508
2025 Q2	$52.7K	Hold	664	–	–	﹤0.01%	477
2025 Q1	$51.4K	Hold	664	–	–	﹤0.01%	487
2024 Q4	$57K	Hold	664	–	–	﹤0.01%	474
2024 Q3	$57K	Buy	+664	New	+$53.6K	﹤0.01%	473
2022 Q4	–	Sell	-2,838	Closed	-$205K	–	584
2022 Q3	$205K	Buy	+2,838	New	+$204K	0.01%	351
2017 Q3	–	Sell	-1,324	Closed	-$85K	–	410
2017 Q2	$85K	Buy	+1,324	New	+$84K	0.01%	311

Other funds holding PFG

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Principal Financial Group (PFG) in Q3 2025, closing a stake of 664 shares — an estimated $52.7K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PFG in Q2 2017 and held it in 6 quarters. The position peaked at $205K in Q3 2022. 829 funds tracked by Wall St. Rank hold PFG as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Principal Financial Group position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 664 Principal Financial Group shares in Q3 2025, an estimated $52.7K.
Pinnacle Financial Partners (Tennessee) first reported a position in Principal Financial Group in Q2 2017 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s Principal Financial Group position peaked at $205K in Q3 2022.
829 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2025.

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