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Walthausen & Co’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Walthausen & Co’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
2022
Q3 		$1.57M Buy
+19,310
New +$1.54M 1.31% 23
2022
Q1 		– Sell
-12,450
Closed -$1.19M – 148
2021
Q4 		$1.19M Sell
12,450
-7,555
-38% -$739K 0.31% 138
2021
Q3 		$1.88M Sell
20,005
-10,470
-34% -$963K 0.48% 129
2021
Q2 		$2.69M Sell
30,475
-290
-0.9% -$25.9K 0.59% 89
2021
Q1 		$2.73M Sell
30,765
-33,110
-52% -$2.62M 0.58% 85
2020
Q4 		$4.11M Sell
63,875
-15,510
-20% -$800K 1.12% 17
2020
Q3 		$2.83M Sell
79,385
-2,896
-4% -$115K 0.59% 73
2020
Q2 		$3.46M Sell
82,281
-16,988
-17% -$674K 0.7% 66
2020
Q1 		$3.73M Sell
99,269
-12,607
-11% -$683K 0.8% 68
2019
Q4 		$7.16M Buy
111,876
+57,585
+106% +$3.48M 0.94% 47
2019
Q3 		$3.08M Hold
54,291
– – 0.43% 84
2019
Q2 		$3.12M Sell
54,291
-1,466
-3% -$82.5K 0.41% 93
2019
Q1 		$3.05M Sell
55,757
-23,002
-29% -$1.27M 0.4% 91
2018
Q4 		$3.63M Sell
78,759
-4,459
-5% -$237K 0.5% 87
2018
Q3 		$5.01M Buy
+83,218
New +$5.27M 0.48% 94
2018
Q1 		$5.45M Sell
84,878
-207
-0.2% -$13.5K 0.54% 88
2017
Q4 		$5.64M Sell
85,085
-94,602
-53% -$6.29M 0.53% 92
2017
Q3 		$12M Buy
179,687
+18,149
+11% +$1.14M 1.12% 37
2017
Q2 		$10.1M Buy
+161,538
New +$10.2M 0.99% 49

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Walthausen & Co's PNFP Position: Q3 2022 in Review

Walthausen & Co opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2022: 19,310 shares worth $1.57M. The stake represents 1.31% of the portfolio and ranks #23 among its holdings. This is a return to the name: Walthausen & Co previously reported a position in PNFP as recently as Q4 2021.

Walthausen & Co first reported a position in PNFP in Q2 2017 and has held it in 19 quarters since. The position peaked at $12M in Q3 2017. 393 funds tracked by Wall St. Rank hold PNFP as of Q3 2022.

  • Walthausen & Co held 19,310 shares of Pinnacle Financial Partners Inc worth $1.57M as of Q3 2022.
  • Pinnacle Financial Partners Inc was a new Walthausen & Co position in Q3 2022.
  • Pinnacle Financial Partners Inc made up 1.31% of Walthausen & Co's portfolio in Q3 2022, its #23 holding.
  • Walthausen & Co first reported a position in Pinnacle Financial Partners Inc in Q2 2017 and has held it in 19 quarters since.
  • Walthausen & Co's Pinnacle Financial Partners Inc position peaked at $12M in Q3 2017.
  • 393 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.