Whittier Trust’s Pinnacle Financial Partners Inc PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $117K | Sell |
1,163
-402
| -26% | -$38.6K | ﹤0.01% | 715 |
|
|
2026
Q1 | $138K | Buy |
1,565
+44
| +3% | +$4.09K | ﹤0.01% | 657 |
|
|
2025
Q4 | $145K | Buy |
1,521
+140
| +10% | +$12.9K | ﹤0.01% | 660 |
|
|
2025
Q3 | $129K | Sell |
1,381
-205
| -13% | -$20.5K | ﹤0.01% | 671 |
|
|
2025
Q2 | $175K | Hold |
1,586
| – | – | ﹤0.01% | 688 |
|
|
2025
Q1 | $168K | Hold |
1,586
| – | – | ﹤0.01% | 683 |
|
|
2024
Q4 | $181K | Hold |
1,586
| – | – | ﹤0.01% | 675 |
|
|
2024
Q3 | $155K | Hold |
1,586
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $127K | Hold |
1,586
| – | – | ﹤0.01% | 729 |
|
|
2024
Q1 | $136K | Hold |
1,586
| – | – | ﹤0.01% | 731 |
|
|
2023
Q4 | $138K | Hold |
1,586
| – | – | ﹤0.01% | 702 |
|
|
2023
Q3 | $106K | Hold |
1,586
| – | – | ﹤0.01% | 761 |
|
|
2023
Q2 | $89.8K | Sell |
1,586
-214
| -12% | -$11.3K | ﹤0.01% | 801 |
|
|
2023
Q1 | $99.3K | Hold |
1,800
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $132K | Hold |
1,800
| – | – | ﹤0.01% | 744 |
|
|
2022
Q3 | $146K | Hold |
1,800
| – | – | ﹤0.01% | 709 |
|
|
2022
Q2 | $130K | Hold |
1,800
| – | – | ﹤0.01% | 734 |
|
|
2022
Q1 | $166K | Hold |
1,800
| – | – | ﹤0.01% | 707 |
|
|
2021
Q4 | $172K | Hold |
1,800
| – | – | ﹤0.01% | 700 |
|
|
2021
Q3 | $169K | Hold |
1,800
| – | – | ﹤0.01% | 672 |
|
|
2021
Q2 | $159K | Hold |
1,800
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $160K | Hold |
1,800
| – | – | ﹤0.01% | 680 |
|
|
2020
Q4 | $116K | Hold |
1,800
| – | – | ﹤0.01% | 682 |
|
|
2020
Q3 | $64K | Hold |
1,800
| – | – | ﹤0.01% | 784 |
|
|
2020
Q2 | $76K | Hold |
1,800
| – | – | ﹤0.01% | 723 |
|
|
2020
Q1 | $68K | Hold |
1,800
| – | – | ﹤0.01% | 744 |
|
|
2019
Q4 | $115K | Hold |
1,800
| – | – | ﹤0.01% | 668 |
|
|
2019
Q3 | $102K | Hold |
1,800
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $103K | Hold |
1,800
| – | – | ﹤0.01% | 653 |
|
|
2019
Q1 | $98K | Hold |
1,800
| – | – | ﹤0.01% | 665 |
|
|
2018
Q4 | $83K | Hold |
1,800
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $108K | Hold |
1,800
| – | – | ﹤0.01% | 626 |
|
|
2018
Q2 | $110K | Hold |
1,800
| – | – | ﹤0.01% | 611 |
|
|
2018
Q1 | $116K | Hold |
1,800
| – | – | ﹤0.01% | 615 |
|
|
2017
Q4 | $119K | Buy |
+1,800
| New | +$120K | ﹤0.01% | 591 |
|
|
2015
Q2 | – | Sell |
-235
| Closed | -$10K | – | 1263 |
|
|
2015
Q1 | $10K | Buy |
+235
| New | +$9.44K | ﹤0.01% | 1017 |
|
Other funds holding PNFP
Whittier Trust's PNFP Position: Q2 2026 in Review
Whittier Trust reduced its Pinnacle Financial Partners Inc (PNFP) stake by 26% in Q2 2026, selling an estimated $38.6K and leaving 1,163 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #715.
Whittier Trust first reported a position in PNFP in Q1 2015 and has held it in 36 quarters since. The position peaked at $181K in Q4 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.
- Whittier Trust held 1,163 shares of Pinnacle Financial Partners Inc worth $117K as of Q2 2026.
- Whittier Trust sold 402 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $38.6K.
- Pinnacle Financial Partners Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #715 holding.
- Whittier Trust first reported a position in Pinnacle Financial Partners Inc in Q1 2015 and has held it in 36 quarters since.
- Whittier Trust's Pinnacle Financial Partners Inc position peaked at $181K in Q4 2024.
- 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.