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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
SNSharkninja Inc
Recent Activity
New Position
0.01%
$279,276
2,569 shares@ $108.72 avg price
IWYIshares Tr
Recent Activity
New Position
0.01%
$272,422
1,238 shares@ $220.06 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
New Position
0.01%
$268,610
3,011 shares@ $89.21 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$268,196
4,815 shares@ $55.71 avg price
URIUnited Rentals Inc
Recent Activity
New Position
0.01%
$259,924
321 shares@ $809.74 avg price
PSNParsons Corp Del
Recent Activity
New Position
0.01%
$248,314
2,395 shares@ $103.69 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.01%
$232,938
1,137 shares@ $204.88 avg price
CWCurtiss Wright Corp
Recent Activity
New Position
0.01%
$221,537
674 shares@ $328.69 avg price
OKEOneok Inc New
Recent Activity
New Position
0.01%
$214,520
2,354 shares@ $91.13 avg price
KLACKla Corp
Recent Activity
New Position
0.01%
$214,512
277 shares@ $774.42 avg price