AWM
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Activest Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Activest Wealth Management’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
Q2 		$27.2K Hold
270
– – 0.01% 380
2026
Q1 		$23.3K Sell
270
-19
-7% -$1.77K ﹤0.01% 488
2025
Q4 		$27.6K Buy
+289
New +$26.5K 0.01% 431
2025
Q2 		– Sell
-12
Closed -$1.24K – 1156
2025
Q1 		$1.27K Buy
+12
New +$1.37K ﹤0.01% 733

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Activest Wealth Management's PNFP Position: Q2 2026 in Review

Activest Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 270 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #380.

Activest Wealth Management first reported a position in PNFP in Q1 2025 and has held it in 4 quarters since. The position peaked at $27.6K in Q4 2025. 720 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Activest Wealth Management held 270 shares of Pinnacle Financial Partners Inc worth $27.2K as of Q2 2026.
  • Activest Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Activest Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Pinnacle Financial Partners Inc position peaked at $27.6K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.