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 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