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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
XOMExxon Mobil Corp
Recent Activity
Increased 11.24%
1.74%
$86.367M
736,798 shares@ $117.22 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
Increased 0.82%
1.57%
$77.715M
793,255 shares@ $97.98 avg price
IWFIshares Tr
Recent Activity
Increased 0.66%
1.35%
$67.139M
178,856 shares@ $375.39 avg price
UNPUnion Pac Corp
Recent Activity
Increased 2.58%
1.23%
$61.052M
247,694 shares@ $246.49 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.37%
1.18%
$58.437M
152,206 shares@ $383.94 avg price
NVDANvidia Corporation
Recent Activity
Increased 5.8%
1.1%
$54.656M
450,064 shares@ $121.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -5.56%
1.1%
$54.469M
1.031M shares@ $52.81 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.57%
1.03%
$51.237M
306,458 shares@ $167.19 avg price
AXPAmerican Express Co
Recent Activity
Increased 0.68%
0.91%
$44.928M
165,664 shares@ $271.21 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.57%
0.87%
$43.17M
106,541 shares@ $405.2 avg price