SAM

Summit Asset Management’s Pinnacle Financial Partners PNFP Stock Holding History

Summit Asset Management’s Portfolio PNFP Stock Details PNFP Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$762K	Hold	6,900	–	–	0.12%	81
2025 Q1	$732K	Buy	6,900 +1	+0%	+$106	0.13%	81
2024 Q4	$789K	Sell	6,899 -1,920	-22%	-$220K	0.14%	79
2024 Q3	$864K	Hold	8,819	–	–	0.16%	70
2024 Q2	$706K	Hold	8,819	–	–	0.15%	74
2024 Q1	$757K	Hold	8,819	–	–	0.16%	66
2023 Q4	$769K	Sell	8,819 -29	-0.3%	-$2.53K	0.18%	61
2023 Q3	$593K	Buy	8,848 +429	+5%	+$28.8K	0.16%	73
2023 Q2	$477K	Buy	8,419 +1	+0%	+$57	0.13%	84
2023 Q1	$464K	Hold	8,418	–	–	0.13%	84
2022 Q4	$618K	Hold	8,418	–	–	0.18%	68
2022 Q3	$683K	Hold	8,418	–	–	0.22%	57
2022 Q2	$609K	Buy	8,418 +1	+0%	+$72	0.19%	70
2022 Q1	$775K	Hold	8,417	–	–	0.22%	63
2021 Q4	$804K	Hold	8,417	–	–	0.23%	62
2021 Q3	$792K	Hold	8,417	–	–	0.25%	60
2021 Q2	$743K	Buy	8,417 +1	+0%	+$88	0.23%	62
2021 Q1	$746K	Sell	8,416 -90	-1%	-$7.98K	0.25%	60
2020 Q4	$548K	Sell	8,506 -89	-1%	-$5.73K	0.2%	71
2020 Q3	$306K	Buy	8,595 +101	+1%	+$3.6K	0.13%	97
2020 Q2	$357K	Hold	8,494	–	–	0.16%	77
2020 Q1	$319K	Hold	8,494	–	–	0.17%	75
2019 Q4	$544K	Hold	8,494	–	–	0.23%	60
2019 Q3	$482K	Hold	8,494	–	–	0.22%	58
2019 Q2	$488K	Hold	8,494	–	–	0.23%	59
2019 Q1	$465K	Hold	8,494	–	–	0.23%	61
2018 Q4	$392K	Hold	8,494	–	–	0.22%	61
2018 Q3	$511K	Sell	8,494 -100	-1%	-$6.02K	0.24%	56
2018 Q2	$527K	Hold	8,594	–	–	0.25%	54
2018 Q1	$552K	Hold	8,594	–	–	0.26%	54
2017 Q4	$570K	Sell	8,594 -35	-0.4%	-$2.32K	0.27%	55
2017 Q3	$578K	Hold	8,629	–	–	0.29%	52
2017 Q2	$542K	Hold	8,629	–	–	0.29%	54
2017 Q1	$573K	Hold	8,629	–	–	0.33%	51
2016 Q4	$598K	Hold	8,629	–	–	0.37%	47
2016 Q3	$467K	Sell	8,629 -900	-9%	-$48.7K	0.29%	52
2016 Q2	$465K	Hold	9,529	–	–	0.3%	51
2016 Q1	$467K	Buy	9,529 +1,567	+20%	+$76.8K	0.31%	50
2015 Q4	$409K	Buy	+7,962	New	+$409K	0.28%	53