Pinnacle Financial Partners (Tennessee)’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$283K	Buy	4,250 +1,043	+33%	+$72K	0.01%	409
2025 Q2	$221K	Sell	3,207 -173	-5%	-$12.1K	﹤0.01%	444
2025 Q1	$226K	Buy	3,380 +16	+0.5%	+$1.03K	﹤0.01%	427
2024 Q4	$215K	Buy	3,364 +22	+0.7%	+$1.49K	﹤0.01%	425
2024 Q3	$244K	Buy	3,342 +16	+0.5%	+$1.11K	﹤0.01%	409
2024 Q2	$206K	Buy	+3,326	New	+$197K	﹤0.01%	428
2022 Q4	–	Sell	-4,073	Closed	-$201K	–	593
2022 Q3	$201K	Buy	4,073 +129	+3%	+$6.74K	0.01%	353
2022 Q2	$203K	Buy	+3,944	New	+$201K	0.01%	348

Other funds holding UL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Unilever (UL) stake by 33% in Q3 2025, buying an estimated $72K and bringing the position to 4,250 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #409.

Pinnacle Financial Partners (Tennessee) first reported a position in UL in Q2 2022 and has held it in 8 quarters since. 1,172 funds tracked by Wall St. Rank hold UL as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 4,250 shares of Unilever worth $283K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 1,043 Unilever shares in Q3 2025, an estimated $72K.
Unilever made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #409 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Unilever in Q2 2022 and has held it in 8 quarters since.
1,172 funds tracked by Wall St. Rank held Unilever as of Q3 2025.

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