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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 $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return