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Wealthspire Advisors (New York)’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-336
Closed -$31.5K – 2380
2025
Q3 		$31.5K Buy
+336
New +$33.5K ﹤0.01% 1433

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PNFP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2025, closing a stake of 336 shares — an estimated $31.5K sold.

Wealthspire Advisors (New York) first reported a position in PNFP in Q3 2025 and held it in 1 quarter. The position peaked at $31.5K in Q3 2025. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pinnacle Financial Partners Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 336 Pinnacle Financial Partners Inc shares in Q4 2025, an estimated $31.5K.
  • Wealthspire Advisors (New York) first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pinnacle Financial Partners Inc position peaked at $31.5K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.