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Asset Planning Inc’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Asset Planning Inc’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
Q1 		$162K Buy
1,878
+10
+0.5% +$930 0.12% 93
2025
Q4 		$178K Buy
1,868
+5
+0.3% +$459 0.13% 86
2025
Q3 		$175K Buy
1,863
+5
+0.3% +$499 0.13% 89
2025
Q2 		$205K Buy
1,858
+4
+0.2% +$413 0.15% 82
2025
Q1 		$197K Buy
1,854
+4
+0.2% +$458 0.15% 83
2024
Q4 		$212K Buy
+1,850
New +$209K 0.16% 75

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Asset Planning Inc's PNFP Position: Q1 2026 in Review

Asset Planning Inc increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.54% in Q1 2026, buying an estimated $930 and bringing the position to 1,878 shares worth $162K. The position accounts for 0.12% of the portfolio, ranked #93.

Asset Planning Inc first reported a position in PNFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $212K in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Asset Planning Inc held 1,878 shares of Pinnacle Financial Partners Inc worth $162K as of Q1 2026.
  • Asset Planning Inc bought 10 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $930.
  • Pinnacle Financial Partners Inc made up 0.12% of Asset Planning Inc's portfolio in Q1 2026, its #93 holding.
  • Asset Planning Inc first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Pinnacle Financial Partners Inc position peaked at $212K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.