SageView Advisory Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

SageView Advisory Group’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	$192K	Sell	2,016 -1,337	-40%	-$123K	0.01%	618
2025 Q3	$314K	Sell	3,353 -51	-1%	-$5.09K	0.01%	500
2025 Q2	$313K	Buy	3,404 +58	+2%	+$5.99K	0.01%	480
2025 Q1	$355K	Buy	3,346 +603	+22%	+$69.1K	0.02%	423
2024 Q4	$314K	Sell	2,743 -664	-19%	-$74.9K	0.01%	450
2024 Q3	$334K	Sell	3,407 -1,290	-27%	-$119K	0.02%	365
2024 Q2	$376K	Buy	+4,697	New	+$375K	0.02%	388
2024 Q1	–	Sell	-4,678	Closed	-$430K	–	730
2023 Q4	$430K	Sell	4,678 -81	-2%	-$5.87K	0.02%	425
2023 Q3	$319K	Buy	4,759 +10	+0.2%	+$675	0.02%	410
2023 Q2	$269K	Buy	4,749 +11	+0.2%	+$579	0.02%	468
2023 Q1	$261K	Sell	4,738 -181	-4%	-$12.7K	0.02%	411
2022 Q4	$361K	Buy	+4,919	New	+$395K	0.03%	297

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's PNFP Position: Q4 2025 in Review

SageView Advisory Group reduced its Pinnacle Financial Partners Inc (PNFP) stake by 40% in Q4 2025, selling an estimated $123K and leaving 2,016 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #618.

SageView Advisory Group first reported a position in PNFP in Q4 2022 and has held it in 12 quarters since. The position peaked at $430K in Q4 2023. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

SageView Advisory Group held 2,016 shares of Pinnacle Financial Partners Inc worth $192K as of Q4 2025.
SageView Advisory Group sold 1,337 Pinnacle Financial Partners Inc shares in Q4 2025, an estimated $123K.
Pinnacle Financial Partners Inc made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #618 holding.
SageView Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Pinnacle Financial Partners Inc position peaked at $430K in Q4 2023.
472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.