Southeast Asset Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Southeast Asset 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
2024 Q4	–	Sell	-93,542	Closed	-$9.16M	–	173
2024 Q3	$9.16M	Hold	93,542	–	–	1.01%	13
2024 Q2	$7.49M	Hold	93,542	–	–	0.9%	17
2024 Q1	$8.03M	Hold	93,542	–	–	0.97%	16
2023 Q4	$8.16M	Buy	+93,542	New	+$6.78M	1.08%	13
2020 Q3	–	Sell	-93,625	Closed	-$3.93M	–	120
2020 Q2	$3.93M	Buy	93,625 +67,513	+259%	+$2.68M	0.97%	19
2020 Q1	$980K	Hold	26,112	–	–	0.29%	56
2019 Q4	$1.67M	Hold	26,112	–	–	0.4%	41
2019 Q3	$1.48M	Hold	26,112	–	–	0.38%	41
2019 Q2	$1.5M	Hold	26,112	–	–	0.39%	45
2019 Q1	$1.43M	Hold	26,112	–	–	0.38%	44
2018 Q4	$1.2M	Hold	26,112	–	–	0.36%	39
2018 Q3	$1.57M	Hold	26,112	–	–	0.42%	36
2018 Q2	$1.6M	Hold	26,112	–	–	0.46%	33
2018 Q1	$1.68M	Hold	26,112	–	–	0.5%	32
2017 Q4	$1.73M	Hold	26,112	–	–	0.52%	32
2017 Q3	$1.75M	Hold	26,112	–	–	0.55%	25
2017 Q2	$1.64M	Hold	26,112	–	–	0.53%	25
2017 Q1	$1.74M	Hold	26,112	–	–	0.54%	24
2016 Q4	$1.81M	Hold	26,112	–	–	0.57%	22
2016 Q3	$1.41M	Hold	26,112	–	–	0.47%	27
2016 Q2	$1.28M	Hold	26,112	–	–	0.42%	30
2016 Q1	$1.28M	Hold	26,112	–	–	0.42%	28
2015 Q4	$1.34M	Hold	26,112	–	–	0.46%	28
2015 Q3	$1.29M	Hold	26,112	–	–	0.49%	24
2015 Q2	$1.42M	Hold	26,112	–	–	0.5%	24
2015 Q1	$1.16M	Hold	26,112	–	–	0.4%	31
2014 Q4	$1.03M	Hold	26,112	–	–	0.37%	39
2014 Q3	$943K	Hold	26,112	–	–	0.36%	39
2014 Q2	$1.03M	Hold	26,112	–	–	0.38%	38
2014 Q1	$979K	Hold	26,112	–	–	0.38%	40
2013 Q4	$849K	Hold	26,112	–	–	0.33%	50
2013 Q3	$778K	Hold	26,112	–	–	0.34%	51
2013 Q2	$671K	Buy	+26,112	New	+$643K	0.31%	48

Other funds holding PNFP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Southeast Asset Advisors's PNFP Position: Q4 2024 in Review

Southeast Asset Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2024, closing a stake of 93,542 shares — an estimated $9.16M sold.

Southeast Asset Advisors first reported a position in PNFP in Q2 2013 and held it in 33 quarters. The position peaked at $9.16M in Q3 2024. 464 funds tracked by Wall St. Rank hold PNFP as of Q4 2024.

Southeast Asset Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2024 after selling out during the quarter.
Southeast Asset Advisors sold 93,542 Pinnacle Financial Partners Inc shares in Q4 2024, an estimated $9.16M.
Southeast Asset Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2013 and held it in 33 quarters.
Southeast Asset Advisors's Pinnacle Financial Partners Inc position peaked at $9.16M in Q3 2024.
464 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2024.

Based on Southeast Asset Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.