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Raymond James Trust’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Raymond James Trust’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
Q3 		$402K Buy
4,103
+147
+4% +$13.5K 0.01% 889
2024
Q2 		$317K Sell
3,956
-44
-1% -$3.51K 0.01% 954
2024
Q1 		$344K Buy
4,000
+356
+10% +$29.9K 0.01% 904
2023
Q4 		$318K Buy
3,644
+82
+2% +$5.94K 0.01% 897
2023
Q3 		$239K Buy
+3,562
New +$240K 0.01% 996
2018
Q1 		– Sell
-3,731
Closed -$247K – 755
2017
Q4 		$247K Sell
3,731
-348
-9% -$23.1K 0.02% 610
2017
Q3 		$273K Buy
4,079
+887
+28% +$55.9K 0.02% 571
2017
Q2 		$201K Buy
+3,192
New +$202K 0.02% 668
2017
Q1 		– Sell
-3,467
Closed -$241K – 734
2016
Q4 		$241K Sell
3,467
-906
-21% -$54.7K 0.02% 568
2016
Q3 		$236K Sell
4,373
-26
-0.6% -$1.4K 0.02% 542
2016
Q2 		$214K Sell
4,399
-211
-5% -$10.3K 0.02% 581
2016
Q1 		$227K Buy
+4,610
New +$220K 0.02% 553

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Raymond James Trust's PNFP Position: Q3 2024 in Review

Raymond James Trust increased its Pinnacle Financial Partners Inc (PNFP) stake by 3.7% in Q3 2024, buying an estimated $13.5K and bringing the position to 4,103 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #889.

Raymond James Trust first reported a position in PNFP in Q1 2016 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold PNFP as of Q3 2024.

  • Raymond James Trust held 4,103 shares of Pinnacle Financial Partners Inc worth $402K as of Q3 2024.
  • Raymond James Trust bought 147 Pinnacle Financial Partners Inc shares in Q3 2024, an estimated $13.5K.
  • Pinnacle Financial Partners Inc made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #889 holding.
  • Raymond James Trust first reported a position in Pinnacle Financial Partners Inc in Q1 2016 and has held it in 12 quarters since.
  • 421 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.