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Steward Financial Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Steward Financial 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
2023
Q3 		$7K Buy
+107
New +$7.22K ﹤0.01% 507
2023
Q2 		– Sell
-29
Closed -$1K – 859
2023
Q1 		$1K Sell
29
-18
-38% -$1.26K ﹤0.01% 649
2022
Q4 		$3K Buy
+47
New +$3.77K ﹤0.01% 279
2022
Q3 		– Sell
-26
Closed -$1K – 994
2022
Q2 		$1K Buy
+26
New +$2.05K ﹤0.01% 830

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Steward Financial Group's PNFP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2023: 107 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PNFP as recently as Q1 2023.

Steward Financial Group first reported a position in PNFP in Q2 2022 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • Steward Financial Group held 107 shares of Pinnacle Financial Partners Inc worth $7K as of Q3 2023.
  • Pinnacle Financial Partners Inc was a new Steward Financial Group position in Q3 2023.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #507 holding.
  • Steward Financial Group first reported a position in Pinnacle Financial Partners Inc in Q2 2022 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.