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Values First Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Values First 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
2025
Q1 		– Sell
-1,458
Closed -$167K – 219
2024
Q4 		$167K Buy
1,458
+955
+190% +$108K 0.09% 173
2024
Q3 		$49.2K Buy
+503
New +$46.3K 0.03% 238

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Values First Advisors's PNFP Position: Q1 2025 in Review

Values First Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2025, closing a stake of 1,458 shares — an estimated $167K sold.

Values First Advisors first reported a position in PNFP in Q3 2024 and held it in 2 quarters. The position peaked at $167K in Q4 2024. 480 funds tracked by Wall St. Rank hold PNFP as of Q1 2025.

  • Values First Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 1,458 Pinnacle Financial Partners Inc shares in Q1 2025, an estimated $167K.
  • Values First Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and held it in 2 quarters.
  • Values First Advisors's Pinnacle Financial Partners Inc position peaked at $167K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.