VWM
PNFP icon

Venturi Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Venturi Wealth Management’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
Q3 		– Sell
-4,711
Closed -$520K – 594
2025
Q2 		$520K Sell
4,711
-405
-8% -$41.8K 0.03% 319
2025
Q1 		$543K Buy
5,116
+88
+2% +$10.1K 0.03% 314
2024
Q4 		$575K Buy
5,028
+2,352
+88% +$265K 0.03% 310
2024
Q3 		$262K Buy
2,676
+450
+20% +$41.4K 0.01% 411
2024
Q2 		$178K Buy
2,226
+207
+10% +$16.5K 0.01% 426
2024
Q1 		$173K Buy
2,019
+19
+1% +$1.6K 0.01% 359
2023
Q4 		$174K Hold
2,000
– – 0.01% 364
2023
Q3 		$134K Buy
2,000
+300
+18% +$20.2K 0.01% 371
2023
Q2 		$96.3K Buy
1,700
+1,000
+143% +$52.7K 0.01% 377
2023
Q1 		$38.6K Buy
+700
New +$49.1K ﹤0.01% 501

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Venturi Wealth Management's PNFP Position: Q3 2025 in Review

Venturi Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2025, closing a stake of 4,711 shares — an estimated $520K sold.

Venturi Wealth Management first reported a position in PNFP in Q1 2023 and held it in 10 quarters. The position peaked at $575K in Q4 2024. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2025.

  • Venturi Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 4,711 Pinnacle Financial Partners Inc shares in Q3 2025, an estimated $520K.
  • Venturi Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2023 and held it in 10 quarters.
  • Venturi Wealth Management's Pinnacle Financial Partners Inc position peaked at $575K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.