Question 1

How many shares of PFZ does &PARTNERS own?

Accepted Answer

&PARTNERS previously held 0 shares of PFZ (PINNACLE FINANCIAL PARTNERS) before exiting the position in 2026-Q1.

Question 2

What is &PARTNERS's PFZ position worth?

Accepted Answer

&PARTNERS's PFZ position was last reported at $0 in 2026-Q1 before the exit.

Question 3

Is &PARTNERS buying or selling PFZ?

Accepted Answer

In 2026-Q1, &PARTNERS exited their PFZ position entirely (-100.0% change in shares).

Question 4

When did &PARTNERS first buy PFZ?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in PFZ in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Exited	0	-100.0%	$0	0.0%	$41.07	0
2025-Q4	Increased	18,957	+1.5%	$1.8M	0.0%	$41.07	26
2025-Q3	Increased	18,672	+10.5%	$1.8M	0.0%	$41.07	28
2025-Q2	Increased	16,904	+91.7%	$1.9M	0.0%	$41.07	41
2025-Q1	Increased	8,819	+29.5%	$928,170	0.0%	$41.07	31
2024-Q4	Increased	6,809	+5.7%	$780,364	0.0%	$41.07	26
2024-Q3	Decreased	6,442	-45.0%	$631,153	0.0%	$41.07	0