Stonebridge Capital Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Stonebridge Capital 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
2023 Q4	–	Sell	-13	Closed	-$872	–	676
2023 Q3	$872	Hold	13	–	–	﹤0.01%	862
2023 Q2	$736	Hold	13	–	–	﹤0.01%	875
2023 Q1	$717	Hold	13	–	–	﹤0.01%	878
2022 Q4	$954	Hold	13	–	–	﹤0.01%	867
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	931
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	884
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	981
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	934
2021 Q3	$1K	Sell	13 -13	-50%	-$1.2K	﹤0.01%	910
2021 Q2	$2K	Buy	26 +13	+100%	+$1.16K	﹤0.01%	953
2021 Q1	$1K	Buy	+13	New	+$1.03K	﹤0.01%	922
2020 Q3	–	Sell	-14	Closed	-$1K	–	564
2020 Q2	$1K	Hold	14	–	–	﹤0.01%	736
2020 Q1	$1K	Hold	14	–	–	﹤0.01%	731
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	806
2019 Q3	$1K	Hold	14	–	–	﹤0.01%	813
2019 Q2	$1K	Buy	+14	New	+$788	﹤0.01%	857
2016 Q4	–	Sell	-6,942	Closed	-$375K	–	169
2016 Q3	$375K	Hold	6,942	–	–	0.12%	119
2016 Q2	$339K	Hold	6,942	–	–	0.12%	114
2016 Q1	$341K	Hold	6,942	–	–	0.12%	116
2015 Q4	$357K	Hold	6,942	–	–	0.13%	115
2015 Q3	$343K	Hold	6,942	–	–	0.14%	116
2015 Q2	$377K	Hold	6,942	–	–	0.14%	112
2015 Q1	$309K	Hold	6,942	–	–	0.12%	123
2014 Q4	$274K	Hold	6,942	–	–	0.11%	123
2014 Q3	$251K	Hold	6,942	–	–	0.11%	129
2014 Q2	$274K	Hold	6,942	–	–	0.12%	122
2014 Q1	$260K	Hold	6,942	–	–	0.13%	119
2013 Q4	$226K	Buy	+6,942	New	+$219K	0.12%	122

Other funds holding PNFP

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Stonebridge Capital Advisors's PNFP Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2023, closing a stake of 13 shares — an estimated $872 sold.

Stonebridge Capital Advisors first reported a position in PNFP in Q4 2013 and held it in 28 quarters. The position peaked at $377K in Q2 2015. 418 funds tracked by Wall St. Rank hold PNFP as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 13 Pinnacle Financial Partners Inc shares in Q4 2023, an estimated $872.
Stonebridge Capital Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2013 and held it in 28 quarters.
Stonebridge Capital Advisors's Pinnacle Financial Partners Inc position peaked at $377K in Q2 2015.
418 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.