Independence Bank of Kentucky PNFP Pinnacle Financial Partners

Ownership history in Independence Bank of Kentucky  ·  8 quarters on record

AI Ownership Summary

Independence Bank of Kentucky reported Pinnacle Financial Partners (PNFP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows PNFP at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PNFP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independence Bank of Kentucky's position in Pinnacle Financial Partners, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PNFP was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independence Bank of Kentucky held PNFP — position size vs. price
% of Fund (quarterly)    PNFP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18,215 -75 -0.4% 0.22% $1.7M 2026-01-20 $95.85
2025 Q3 ADDED 18,290 +11,220 +158.7% 0.22% $1.7M 2025-10-09 $89.59
2025 Q2 ADDED 7,070 +10 +0.1% 0.11% $781K 2025-07-17 $116.49
2025 Q1 ADDED 7,060 +665 +10.4% 0.12% $749K 2025-04-11 $88.02
2024 Q4 REDUCED 6,395 -25 -0.4% 0.11% $732K 2025-01-24 $120.29
2024 Q3 ADDED 6,420 +2,270 +54.7% 0.14% $629K 2024-10-09 $93.96
2024 Q2 ADDED 4,150 +270 +7.0% 0.09% $332K 2024-07-25 $94.20
2024 Q1 INITIATED 3,880 0.10% $333K 2024-04-16 $76.48

FAQ About Independence Bank of Kentucky and PNFP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independence Bank of Kentucky reported owning PNFP?

Independence Bank of Kentucky reported PNFP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PNFP position in Independence Bank of Kentucky's portfolio?

The largest reported portfolio weight for PNFP was 0.22% in 2025 Q3.

What is the latest reported PNFP position on this page?

The most recent filing on this page is 2025 Q4, when Independence Bank of Kentucky reported 18,215 shares, equal to 0.22% of portfolio, with an estimated market value of $1.7M.

What does the chart on this PNFP ownership page compare?

The chart compares Independence Bank of Kentucky's quarterly PNFP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Independence Bank of Kentucky time their PNFP position?

Based on 13F filing dates vs. subsequent PNFP price moves, Independence Bank of Kentucky correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on PNFP relative to SPY over the holding period was -5.1%.

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