PINNACLE FINANCIAL PARTNERS INC UNP — Union Pacific Common COM

Ownership history in PINNACLE FINANCIAL PARTNERS INC  ·  71 quarters on record

AI Ownership Summary

PINNACLE FINANCIAL PARTNERS INC reported Union Pacific Common COM (UNP) in 71 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.4% in 2023 Q4. The latest visible filing shows UNP at 0.97% 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 UNP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE FINANCIAL PARTNERS INC's position in Union Pacific Common COM, 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 Q3

UNP was reported at 0.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.4% in 2023 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 Q3

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.

UNP stock page PINNACLE FINANCIAL PARTNERS INC fund profile PINNACLE FINANCIAL PARTNERS INC full holdings
How PINNACLE FINANCIAL PARTNERS INC held UNP — position size vs. price
% of Fund (quarterly)    UNP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 19.2% -0.2% ✅ 200,947 -47,748 -19.2% 0.97% $46.2M 2025-10-28 $215.20
2025 Q1 ADDED — — — 248,695 +1,236 +0.5% 1.16% $57.7M 2025-04-28 $207.71
2024 Q4 REDUCED — — — 247,459 -235 -0.1% 1.19% $58.7M 2025-02-03 $236.12
2024 Q3 ADDED — — — 247,694 +6,211 +2.6% 1.23% $61.1M 2024-11-05 $225.93
2024 Q2 ADDED — — — 241,483 +1,157 +0.5% 1.22% $56.9M 2024-08-06 $229.23
2024 Q1 ADDED — — — 240,326 +874 +0.4% 1.28% $59.1M 2024-04-30 $226.60
2023 Q4 REDUCED 8.0% -0.4% ✅ 239,452 -20,942 -8.0% 1.40% $58.8M 2024-01-22 $231.09
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNP

As of 2026 Q1 — sorted by position size

HILLMAN CO 3Y 7Y 9.6% Skylands Capital, LLC 3Y 7Y 6.91% Pacific Capital Partners Ltd 4.52% SCHARF INVESTMENTS, LLC 3Y 7Y 4.49% Werlinich Asset Management, LLC 4.36% R.H. Investment Group, LLC 3.28% HENDLEY & CO INC 3Y 7Y 3.1% Norman Fields, Gottscho Capital Management, LLC 3Y 7Y 3.06% Abacus Planning Group, Inc. 3Y 7Y 2.77% Community Bank of Raymore 3Y 7Y 2.7%

FAQ About PINNACLE FINANCIAL PARTNERS INC and UNP

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

How long has PINNACLE FINANCIAL PARTNERS INC reported owning UNP?

PINNACLE FINANCIAL PARTNERS INC reported UNP across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported UNP position in PINNACLE FINANCIAL PARTNERS INC's portfolio?

The largest reported portfolio weight for UNP was 1.40% in 2023 Q4.

What is the latest reported UNP position on this page?

The most recent filing on this page is 2025 Q3, when PINNACLE FINANCIAL PARTNERS INC reported 200,947 shares, equal to 0.97% of portfolio, with an estimated market value of $46.2M.

What does the chart on this UNP ownership page compare?

The chart compares PINNACLE FINANCIAL PARTNERS INC's quarterly UNP 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 PINNACLE FINANCIAL PARTNERS INC time their UNP position?

Based on 13F filing dates vs. subsequent UNP price moves, PINNACLE FINANCIAL PARTNERS INC correctly timed 41 out of 68 reported position changes (60%). The annualised alpha on UNP relative to SPY over the holding period was +3.4%.

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