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Principal Securities’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Principal Securities’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,183
Closed -$111K – 2936
2025
Q3 		$111K Buy
1,183
+496
+72% +$49.5K ﹤0.01% 1550
2025
Q2 		$75.9K Sell
687
-121
-15% -$12.5K ﹤0.01% 1657
2025
Q1 		$92.4K Hold
808
– – ﹤0.01% 1476
2024
Q4 		$92.4K Buy
808
+91
+13% +$10.3K ﹤0.01% 1474
2024
Q3 		$70.2K Sell
717
-38
-5% -$3.5K ﹤0.01% 1551
2024
Q2 		$60.4K Buy
755
+40
+6% +$3.19K ﹤0.01% 1532
2024
Q1 		$61.4K Buy
715
+27
+4% +$2.27K ﹤0.01% 1480
2023
Q4 		$60K Buy
+688
New +$49.9K ﹤0.01% 1404

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Securities's PNFP Position: Q4 2025 in Review

Principal Securities sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2025, closing a stake of 1,183 shares — an estimated $111K sold.

Principal Securities first reported a position in PNFP in Q4 2023 and held it in 8 quarters. The position peaked at $111K in Q3 2025. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

  • Principal Securities reported no remaining Pinnacle Financial Partners Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,183 Pinnacle Financial Partners Inc shares in Q4 2025, an estimated $111K.
  • Principal Securities first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Pinnacle Financial Partners Inc position peaked at $111K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.