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Rothwell Investment Advisors, LLC’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.7K Buy
+167
New +$16.8K 0.01% 678

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Fenimore Asset Management
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Aberdeen Group
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Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PNFP Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2026: 167 shares worth $15.7K. The stake represents 0.01% of the portfolio and ranks #678 among its holdings.

346 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 167 shares of Pinnacle Financial Partners Inc worth $15.7K as of Q3 2026.
  • Pinnacle Financial Partners Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #678 holding.
  • 346 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.