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Rise Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Rise Advisors’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
-182
Closed -$17K – 1086
2025
Q3 		$17K Sell
182
-4
-2% -$399 0.01% 676
2025
Q2 		$20.5K Buy
186
+5
+3% +$516 0.01% 525
2025
Q1 		$19.2K Sell
181
-120
-40% -$13.7K 0.01% 516
2024
Q4 		$34.4K Hold
301
– – 0.02% 334
2024
Q3 		$29.4K Buy
301
+1
+0.3% +$92 0.01% 424
2024
Q2 		$24K Buy
300
+1
+0.3% +$80 0.01% 503
2024
Q1 		$25.7K Buy
+299
New +$25.1K 0.01% 476

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

Rise Advisors's PNFP Position: Q4 2025 in Review

Rise Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2025, closing a stake of 182 shares — an estimated $17K sold.

Rise Advisors first reported a position in PNFP in Q1 2024 and held it in 7 quarters. The position peaked at $34.4K in Q4 2024. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

  • Rise Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 182 Pinnacle Financial Partners Inc shares in Q4 2025, an estimated $17K.
  • Rise Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Pinnacle Financial Partners Inc position peaked at $34.4K in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.