Aptus Capital Advisors
PNFP icon

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
Q3 		$422K Buy
4,513
+88
+2% +$8.88K ﹤0.01% 840
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Aptus Capital Advisors's PNFP Position: Q3 2026 in Review

Aptus Capital Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 2% in Q3 2026, buying an estimated $8.88K and bringing the position to 4,513 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Aptus Capital Advisors first reported a position in PNFP in Q1 2019 and has held it in 17 quarters since. The position peaked at $448K in Q1 2026. 589 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Aptus Capital Advisors held 4,513 shares of Pinnacle Financial Partners Inc worth $422K as of Q3 2026.
  • Aptus Capital Advisors bought 88 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $8.88K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #840 holding.
  • Aptus Capital Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's Pinnacle Financial Partners Inc position peaked at $448K in Q1 2026.
  • 589 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.