PNFP β€” PINNACLE FINL PARTNERS INC

Ownership history in First Pacific Financial  Β·  3 quarters on record

This page tracks every 13F SEC filing in which First Pacific Financial reported a position in PINNACLE FINL PARTNERS INC (PNFP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

First Pacific Financial Γ— PNFP AI Analytics

πŸ“‰ First Pacific Financial underperformed the S&P 500 by –58.7% annually on this PNFP position. Average cost basis: $104.68. Maximum drawdown during holding period: –14.8%.

πŸ“ˆ Position Alpha vs SPY
-58.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 58.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$104.68
-11.1% vs current ($93.06)

Best entry: $104.68 (2025 Q1)  Β·  Worst: $104.68 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–14.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PNFP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 19 β€” 0% 0.00% $2K $93.06
2025 Q2 UNCHANGED 19 β€” 0% 0.00% $2K $109.25
2025 Q1 INITIATED 19 β€” β€” 0.00% $2K $104.68
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