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SVB Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-485
Closed -$51.4K – 1311
2025
Q1 		$51.4K Buy
+485
New +$55.6K ﹤0.01% 538

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's PNFP Position: Q2 2025 in Review

SVB Wealth sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2025, closing a stake of 485 shares — an estimated $51.4K sold.

SVB Wealth first reported a position in PNFP in Q1 2025 and held it in 1 quarter. The position peaked at $51.4K in Q1 2025. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

  • SVB Wealth reported no remaining Pinnacle Financial Partners Inc position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 485 Pinnacle Financial Partners Inc shares in Q2 2025, an estimated $51.4K.
  • SVB Wealth first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Pinnacle Financial Partners Inc position peaked at $51.4K in Q1 2025.
  • 509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.