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Pinnacle Financial Partners (Tennessee)’s United Bankshares UBSI Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$345K Sell
9,264
-2,153
-19% -$80.3K 0.01% 380
2025
Q2 		$416K Hold
11,417
– – 0.01% 358
2025
Q1 		$396K Sell
11,417
-1,422
-11% -$52.1K 0.01% 352
2024
Q4 		$482K Hold
12,839
– – 0.01% 327
2024
Q3 		$476K Buy
+12,839
New +$469K 0.01% 327

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its United Bankshares (UBSI) stake by 19% in Q3 2025, selling an estimated $80.3K and leaving 9,264 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #380.

Pinnacle Financial Partners (Tennessee) first reported a position in UBSI in Q3 2024 and has held it in 5 quarters since. The position peaked at $482K in Q4 2024. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 9,264 shares of United Bankshares worth $345K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 2,153 United Bankshares shares in Q3 2025, an estimated $80.3K.
  • United Bankshares made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #380 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in United Bankshares in Q3 2024 and has held it in 5 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s United Bankshares position peaked at $482K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

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