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WRF
Waddell & Reed Financial’s
Pinnacle Financial Partners Inc
PNFP
Stock Holding History
Waddell & Reed Financial’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
2021
Q1
$96.1M
Buy
1,083,725
+782,474
+260%
+$61.9M
0.2%
150
2020
Q4
$19.4M
Buy
+301,251
New
+$15.5M
0.04%
360
2018
Q4
–
Sell
-173,795
Closed
-$10.5M
–
537
2018
Q3
$10.5M
Sell
173,795
-83,858
-33%
-$5.31M
0.02%
425
2018
Q2
$15.8M
Buy
257,653
+20,014
+8%
+$1.3M
0.04%
362
2018
Q1
$15.3M
Buy
237,639
+25,500
+12%
+$1.67M
0.03%
366
2017
Q4
$14.1M
Sell
212,139
-900
-0.4%
-$59.8K
0.03%
381
2017
Q3
$14.3M
Sell
213,039
-22,200
-9%
-$1.4M
0.03%
369
2017
Q2
$14.8M
Sell
235,239
-36,700
-13%
-$2.33M
0.03%
375
2017
Q1
$18.1M
Buy
271,939
+173,339
+176%
+$11.7M
0.04%
360
2016
Q4
$6.83M
Buy
+98,600
New
+$5.96M
0.02%
466
Other funds holding PNFP
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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