Pinnacle Financial Partners shares owned by UMA Financial Services
Quarter-by-quarter ownership of Pinnacle Financial Partners (PNFP) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Pinnacle Financial Partners
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Quarterly reported holdings in Pinnacle Financial Partners by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $223k | 2.8k | 78.95 |
| 2023-12-31 | $248k | 2.8k | 87.77 |
| 2022-12-31 | $210k | 2.8k | 74.38 |
| 2022-09-30 | $327k | 3.8k | 86.83 |
| 2022-06-30 | $300k | 3.8k | 79.66 |
| 2022-03-31 | $307k | 3.8k | 81.52 |
| 2021-12-31 | $302k | 2.8k | 106.86 |
| 2021-09-30 | $282k | 2.8k | 99.79 |
| 2021-06-30 | $246k | 2.8k | 87.05 |
| 2021-03-31 | $254k | 2.8k | 89.88 |
| 2020-12-31 | $222k | 2.8k | 78.56 |