SAM
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Smartleaf Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Smartleaf Asset 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
2026
Q1 		$108K Buy
1,293
+682
+112% +$63.5K ﹤0.01% 1077
2025
Q4 		$59.9K Sell
611
-42
-6% -$3.86K ﹤0.01% 1454
2025
Q3 		$61.7K Buy
653
+314
+93% +$31.3K ﹤0.01% 1299
2025
Q2 		$37.1K Sell
339
-107
-24% -$11K ﹤0.01% 1286
2025
Q1 		$46.9K Buy
446
+73
+20% +$8.36K ﹤0.01% 1177
2024
Q4 		$42.4K Buy
373
+10
+3% +$1.13K ﹤0.01% 1251
2024
Q3 		$35.1K Buy
363
+201
+124% +$18.5K ﹤0.01% 1051
2024
Q2 		$12.5K Buy
162
+64
+65% +$5.11K ﹤0.01% 1291
2024
Q1 		$8.39K Buy
+98
New +$8.24K ﹤0.01% 1056

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Wellington Management Group
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Fidelity Investments
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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return