PNFP Pinnacle Financial Partners

Ownership history in LEE DANNER & BASS INC  ·  49 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Pinnacle Financial Partners (PNFP) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.79% in 2024 Q4. The latest visible filing shows PNFP at 1.45% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNFP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC'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 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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 LEE DANNER & BASS INC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 211,897 +11,950 +6.0% 1.45% $20.2M 2026-02-14 (Est.) $96.13
2025 Q3 ADDED 199,947 +4,349 +2.2% 1.36% $18.8M 2025-10-29 $83.73
2025 Q2 REDUCED 195,598 -493 -0.3% 1.68% $21.6M 2025-07-31 $86.97
2025 Q1 REDUCED 196,091 -1,448 -0.7% 1.68% $20.8M 2025-04-29 $99.75
2024 Q4 REDUCED 197,539 -1,723 -0.9% 1.79% $22.6M 2025-02-11 $121.82
2024 Q3 REDUCED 199,262 -1,786 -0.9% 1.37% $19.5M 2024-10-30 $104.68
2024 Q2 ADDED 201,048 +10,522 +5.5% 1.24% $16.1M 2024-07-30 $95.19
2023 Q4 REDUCED 190,526 -8,156 -4.1% 1.42% $16.6M 2024-02-01 $80.78
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS INC and PNFP

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

How long has LEE DANNER & BASS INC reported owning PNFP?

LEE DANNER & BASS INC reported PNFP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PNFP position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for PNFP was 1.79% in 2024 Q4.

What is the latest reported PNFP position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 211,897 shares, equal to 1.45% of portfolio, with an estimated market value of $20.2M.

What does the chart on this PNFP ownership page compare?

The chart compares LEE DANNER & BASS INC'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.

← Back to LEE DANNER & BASS INC Holdings