PWCM
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Processus Wealth & Capital Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Processus Wealth & Capital Management’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
2024
Q2 		– Sell
-7,400
Closed -$636K – 34
2024
Q1 		$636K Buy
+7,400
New +$622K 0.56% 34

Other funds holding PNFP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Processus Wealth & Capital Management's PNFP Position: Q2 2024 in Review

Processus Wealth & Capital Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2024, closing a stake of 7,400 shares — an estimated $636K sold.

Processus Wealth & Capital Management first reported a position in PNFP in Q1 2024 and held it in 1 quarter. The position peaked at $636K in Q1 2024. 411 funds tracked by Wall St. Rank hold PNFP as of Q2 2024.

  • Processus Wealth & Capital Management reported no remaining Pinnacle Financial Partners Inc position as of Q2 2024 after selling out during the quarter.
  • Processus Wealth & Capital Management sold 7,400 Pinnacle Financial Partners Inc shares in Q2 2024, an estimated $636K.
  • Processus Wealth & Capital Management first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and held it in 1 quarter.
  • Processus Wealth & Capital Management's Pinnacle Financial Partners Inc position peaked at $636K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2024, filed 24 Jul 2024.