Waldron Private Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Waldron Private Wealth’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	-2,088	Closed	-$239K	–	393
2024 Q4	$239K	Buy	+2,088	New	+$235K	0.01%	373
2024 Q2	–	Sell	-2,754	Closed	-$237K	–	437
2024 Q1	$237K	Buy	2,754 +16	+0.6%	+$1.34K	0.01%	366
2023 Q4	$239K	Buy	+2,738	New	+$198K	0.01%	354
2023 Q1	–	Sell	-2,531	Closed	-$205K	–	439
2022 Q4	$205K	Hold	2,531	–	–	0.01%	349
2022 Q3	$205K	Buy	+2,531	New	+$202K	0.01%	351
2022 Q2	–	Sell	-2,368	Closed	-$218K	–	401
2022 Q1	$218K	Hold	2,368	–	–	0.01%	376
2021 Q4	$226K	Hold	2,368	–	–	0.01%	350
2021 Q3	$222K	Hold	2,368	–	–	0.01%	333
2021 Q2	$209K	Hold	2,368	–	–	0.01%	318
2021 Q1	$209K	Buy	+2,368	New	+$187K	0.01%	294
2020 Q1	–	Sell	-4,158	Closed	-$266K	–	280
2019 Q4	$266K	Buy	+4,158	New	+$251K	0.02%	223

Other funds holding PNFP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Waldron Private Wealth's PNFP Position: Q1 2025 in Review

Waldron Private Wealth sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2025, closing a stake of 2,088 shares — an estimated $239K sold.

Waldron Private Wealth first reported a position in PNFP in Q4 2019 and held it in 11 quarters. The position peaked at $266K in Q4 2019. 480 funds tracked by Wall St. Rank hold PNFP as of Q1 2025.

Waldron Private Wealth reported no remaining Pinnacle Financial Partners Inc position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 2,088 Pinnacle Financial Partners Inc shares in Q1 2025, an estimated $239K.
Waldron Private Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and held it in 11 quarters.
Waldron Private Wealth's Pinnacle Financial Partners Inc position peaked at $266K in Q4 2019.
480 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.