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Aptus Capital Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Aptus Capital Advisors’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 		$446K Sell
4,425
-771
-15% -$74K ﹤0.01% 821
2026
Q1 		$448K Buy
5,196
+1,747
+51% +$163K ﹤0.01% 747
2025
Q4 		$329K Buy
3,449
+334
+11% +$30.7K ﹤0.01% 864
2025
Q3 		$292K Buy
3,115
+374
+14% +$37.3K ﹤0.01% 852
2025
Q2 		$303K Buy
2,741
+464
+20% +$47.9K ﹤0.01% 821
2025
Q1 		$241K Buy
2,277
+331
+17% +$37.9K ﹤0.01% 832
2024
Q4 		$223K Buy
+1,946
New +$219K ﹤0.01% 864
2024
Q2 		– Sell
-2,688
Closed -$231K – 1220
2024
Q1 		$231K Hold
2,688
– – ﹤0.01% 700
2023
Q4 		$234K Buy
+2,688
New +$195K 0.01% 513
2021
Q3 		– Sell
-2,506
Closed -$221K – 593
2021
Q2 		$221K Sell
2,506
-1,284
-34% -$115K 0.01% 346
2021
Q1 		$336K Hold
3,790
– – 0.01% 294
2020
Q4 		$244K Buy
+3,790
New +$195K 0.01% 285
2020
Q1 		– Sell
-3,672
Closed -$235K – 509
2019
Q4 		$235K Hold
3,672
– – 0.02% 329
2019
Q3 		$208K Hold
3,672
– – 0.01% 351
2019
Q2 		$211K Hold
3,672
– – 0.03% 312
2019
Q1 		$200K Buy
+3,672
New +$203K 0.03% 303

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

Aptus Capital Advisors's PNFP Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 15% in Q2 2026, selling an estimated $74K and leaving 4,425 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Aptus Capital Advisors first reported a position in PNFP in Q1 2019 and has held it in 16 quarters since. The position peaked at $448K in Q1 2026. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Aptus Capital Advisors held 4,425 shares of Pinnacle Financial Partners Inc worth $446K as of Q2 2026.
  • Aptus Capital Advisors sold 771 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $74K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #821 holding.
  • Aptus Capital Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and has held it in 16 quarters since.
  • Aptus Capital Advisors's Pinnacle Financial Partners Inc position peaked at $448K in Q1 2026.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.