West Paces Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

West Paces Advisors’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 Q2	–	Sell	-900	Closed	-$95.4K	–	466
2025 Q1	$95.4K	Sell	900 -400	-31%	-$45.8K	0.02%	190
2024 Q4	$149K	Sell	1,300 -500	-28%	-$56.4K	0.04%	162
2024 Q3	$176K	Sell	1,800 -200	-10%	-$18.4K	0.04%	150
2024 Q2	$160K	Hold	2,000	–	–	0.04%	138
2024 Q1	$172K	Sell	2,000 -500	-20%	-$42K	0.05%	140
2023 Q4	$218K	Sell	2,500 -500	-17%	-$36.2K	0.06%	116
2023 Q3	$201K	Hold	3,000	–	–	0.06%	114
2023 Q2	$170K	Hold	3,000	–	–	0.05%	131
2023 Q1	$165K	Hold	3,000	–	–	0.05%	132
2022 Q4	$220K	Sell	3,000 -200	-6%	-$16.1K	0.07%	114
2022 Q3	$260K	Hold	3,200	–	–	0.09%	106
2022 Q2	$231K	Hold	3,200	–	–	0.08%	112
2022 Q1	$295K	Hold	3,200	–	–	0.09%	104
2021 Q4	$306K	Sell	3,200 -800	-20%	-$78.2K	0.1%	99
2021 Q3	$376K	Hold	4,000	–	–	0.13%	92
2021 Q2	$353K	Hold	4,000	–	–	0.13%	90
2021 Q1	$355K	Sell	4,000 -4,400	-52%	-$348K	0.14%	84
2020 Q4	$541K	Sell	8,400 -300	-3%	-$15.5K	0.24%	69
2020 Q3	$310K	Hold	8,700	–	–	0.16%	88
2020 Q2	$365K	Hold	8,700	–	–	0.2%	79
2020 Q1	$327K	Hold	8,700	–	–	0.21%	79
2019 Q4	$557K	Buy	+8,700	New	+$525K	0.3%	61

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Paces Advisors's PNFP Position: Q2 2025 in Review

West Paces Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2025, closing a stake of 900 shares — an estimated $95.4K sold.

West Paces Advisors first reported a position in PNFP in Q4 2019 and held it in 22 quarters. The position peaked at $557K in Q4 2019. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

West Paces Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 900 Pinnacle Financial Partners Inc shares in Q2 2025, an estimated $95.4K.
West Paces Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and held it in 22 quarters.
West Paces Advisors's Pinnacle Financial Partners Inc position peaked at $557K in Q4 2019.
509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.