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WMG Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

WMG Financial 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
Q4 		– Sell
-2,381
Closed -$223K – 177
2025
Q3 		$223K Hold
2,381
– – 0.07% 184
2025
Q2 		$263K Buy
2,381
+44
+2% +$4.54K 0.1% 152
2025
Q1 		$248K Buy
2,337
+4
+0.2% +$458 0.11% 141
2024
Q4 		$267K Sell
2,333
-100
-4% -$11.3K 0.11% 126
2024
Q3 		$238K Buy
+2,433
New +$224K 0.11% 144
2024
Q2 		– Sell
-2,433
Closed -$209K – 167
2024
Q1 		$209K Hold
2,433
– – 0.12% 137
2023
Q4 		$212K Buy
+2,433
New +$176K 0.14% 110

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 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

WMG Financial Advisors's PNFP Position: Q4 2025 in Review

WMG Financial Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q4 2025, closing a stake of 2,381 shares — an estimated $223K sold.

WMG Financial Advisors first reported a position in PNFP in Q4 2023 and held it in 7 quarters. The position peaked at $267K in Q4 2024. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

  • WMG Financial Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 2,381 Pinnacle Financial Partners Inc shares in Q4 2025, an estimated $223K.
  • WMG Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and held it in 7 quarters.
  • WMG Financial Advisors's Pinnacle Financial Partners Inc position peaked at $267K in Q4 2024.
  • 472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.