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Harold R. Carpenter

@Pinnacle Financial Partners Inc

Latest period2024 - Q3ReportedManaged Assets$4.977BTotal holdings519
Assets growth rate6.48%Assets growth rate (2-Q avg)3.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Financial Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Pinnacle Financial Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.977B in assets, with a quarterly growth rate of 6.48% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Harold R. Carpenter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRSNVerisign Inc
Recent Activity
New Position
0.13%
$6.112M
32,174 shares@ $189.96 avg price
IGLBIshares Tr
Recent Activity
New Position
0.09%
$4.052M
75,612 shares@ $53.59 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.06%
$2.528M
49,695 shares@ $50.89 avg price
TBILRbb Fd Inc
Recent Activity
New Position
0.05%
$2.481M
49,583 shares@ $50.04 avg price
PSEPInnovator Etfs Trust
Recent Activity
New Position
0.04%
$1.573M
40,838 shares@ $38.54 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
New Position
0.02%
$811,063
12,100 shares@ $67.03 avg price
EYLDCambria Etf Tr
Recent Activity
New Position
0.01%
$484,642
14,007 shares@ $34.6 avg price
UBSIUnited Bankshares Inc West V
Recent Activity
New Position
0.01%
$476,327
12,839 shares@ $37.11 avg price
SYLDCambria Etf Tr
Recent Activity
New Position
0.01%
$412,220
5,696 shares@ $72.38 avg price
EWJIshares Inc
Recent Activity
New Position
0.01%
$347,184
4,853 shares@ $71.55 avg price