UBS AM’s Pinnacle Financial Partners PNFP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.4M | Buy |
356,773
+83,845
| +31% | +$9.26M | 0.01% | 779 |
|
2025
Q1 | $28.9M | Buy |
272,928
+18,456
| +7% | +$1.96M | 0.01% | 823 |
|
2024
Q4 | $29.1M | Buy |
254,472
+54,340
| +27% | +$6.22M | 0.01% | 811 |
|
2024
Q3 | $19.6M | Buy |
200,132
+1,290
| +0.6% | +$126K | 0.01% | 957 |
|
2024
Q2 | $15.9M | Buy |
198,842
+86,894
| +78% | +$6.95M | ﹤0.01% | 954 |
|
2024
Q1 | $9.61M | Hold |
111,948
| – | – | ﹤0.01% | 1015 |
|
2023
Q4 | $9.76M | Buy |
111,948
+13,027
| +13% | +$1.14M | ﹤0.01% | 991 |
|
2023
Q3 | $6.63M | Sell |
98,921
-2,697
| -3% | -$181K | ﹤0.01% | 1115 |
|
2023
Q2 | $5.61M | Hold |
101,618
| – | – | ﹤0.01% | 1178 |
|
2023
Q1 | $5.61M | Sell |
101,618
-6,824
| -6% | -$376K | ﹤0.01% | 1178 |
|
2022
Q4 | $7.96M | Buy |
108,442
+2,313
| +2% | +$170K | ﹤0.01% | 1020 |
|
2022
Q3 | $8.61M | Sell |
106,129
-11,220
| -10% | -$910K | ﹤0.01% | 1006 |
|
2022
Q2 | $8.49M | Sell |
117,349
-918
| -0.8% | -$66.4K | ﹤0.01% | 1023 |
|
2022
Q1 | $10.9M | Sell |
118,267
-15,946
| -12% | -$1.47M | ﹤0.01% | 1039 |
|
2021
Q4 | $12.8M | Sell |
134,213
-5,326
| -4% | -$509K | ﹤0.01% | 1036 |
|
2021
Q3 | $13.1M | Buy |
139,539
+1,181
| +0.9% | +$111K | 0.01% | 989 |
|
2021
Q2 | $12.2M | Buy |
138,358
+11,657
| +9% | +$1.03M | 0.01% | 1051 |
|
2021
Q1 | $11.2M | Buy |
126,701
+12,645
| +11% | +$1.12M | 0.01% | 1048 |
|
2020
Q4 | $7.35M | Buy |
114,056
+15,563
| +16% | +$1M | ﹤0.01% | 1159 |
|
2020
Q3 | $3.51M | Buy |
98,493
+2,694
| +3% | +$95.9K | ﹤0.01% | 1304 |
|
2020
Q2 | $4.02M | Sell |
95,799
-12,898
| -12% | -$542K | ﹤0.01% | 1212 |
|
2020
Q1 | $4.08M | Buy |
108,697
+18,023
| +20% | +$677K | ﹤0.01% | 1116 |
|
2019
Q4 | $5.8M | Buy |
90,674
+6,701
| +8% | +$429K | ﹤0.01% | 1133 |
|
2019
Q3 | $4.77M | Buy |
83,973
+2,512
| +3% | +$143K | ﹤0.01% | 1220 |
|
2019
Q2 | $4.68M | Sell |
81,461
-168,189
| -67% | -$9.67M | ﹤0.01% | 1227 |
|
2019
Q1 | $13.7M | Sell |
249,650
-8,763
| -3% | -$479K | 0.01% | 847 |
|
2018
Q4 | $11.9M | Buy |
258,413
+7,427
| +3% | +$342K | 0.01% | 822 |
|
2018
Q3 | $15.1M | Buy |
250,986
+4,818
| +2% | +$290K | 0.01% | 837 |
|
2018
Q2 | $15.1M | Sell |
246,168
-1,337
| -0.5% | -$82K | 0.01% | 842 |
|
2018
Q1 | $15.9M | Buy |
247,505
+72,765
| +42% | +$4.67M | 0.01% | 811 |
|
2017
Q4 | $11.6M | Sell |
174,740
-4,510
| -3% | -$299K | 0.01% | 881 |
|
2017
Q3 | $12M | Buy |
179,250
+17,857
| +11% | +$1.2M | 0.01% | 860 |
|
2017
Q2 | $10.1M | Sell |
161,393
-27,927
| -15% | -$1.75M | 0.01% | 901 |
|
2017
Q1 | $12.6M | Buy |
189,320
+10,221
| +6% | +$679K | 0.01% | 849 |
|
2016
Q4 | $12.4M | Sell |
179,099
-10,388
| -5% | -$720K | 0.01% | 819 |
|
2016
Q3 | $10.2M | Buy |
189,487
+45,201
| +31% | +$2.44M | 0.01% | 873 |
|
2016
Q2 | $7.05M | Buy |
144,286
+126,831
| +727% | +$6.2M | 0.01% | 946 |
|
2016
Q1 | $856K | Sell |
17,455
-4,356
| -20% | -$214K | ﹤0.01% | 1699 |
|
2015
Q4 | $1.12M | Buy |
21,811
+600
| +3% | +$30.8K | ﹤0.01% | 1699 |
|
2015
Q3 | $1.05M | Buy |
21,211
+4,900
| +30% | +$242K | ﹤0.01% | 1705 |
|
2015
Q2 | $887K | Buy |
16,311
+1,513
| +10% | +$82.3K | ﹤0.01% | 1735 |
|
2015
Q1 | $658K | Buy |
14,798
+400
| +3% | +$17.8K | ﹤0.01% | 1826 |
|
2014
Q4 | $569K | Hold |
14,398
| – | – | ﹤0.01% | 1874 |
|
2014
Q3 | $520K | Hold |
14,398
| – | – | ﹤0.01% | 1862 |
|
2014
Q2 | $568K | Hold |
14,398
| – | – | ﹤0.01% | 1841 |
|
2014
Q1 | $540K | Buy |
14,398
+800
| +6% | +$30K | ﹤0.01% | 1846 |
|
2013
Q4 | $442K | Sell |
13,598
-800
| -6% | -$26K | ﹤0.01% | 1876 |
|
2013
Q3 | $429K | Hold |
14,398
| – | – | ﹤0.01% | 1864 |
|
2013
Q2 | $370K | Buy |
+14,398
| New | +$370K | ﹤0.01% | 1860 |
|