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 Q3	$178K	Buy	1,897 +9	+0.5%	+$908	0.12%	96
2026 Q2	$190K	Buy	1,888 +10	+0.5%	+$960	0.12%	94
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Asset Planning Inc's PNFP Position: Q3 2026 in Review

Asset Planning Inc increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.48% in Q3 2026, buying an estimated $908 and bringing the position to 1,897 shares worth $178K. The position accounts for 0.12% of the portfolio, ranked #96.

Asset Planning Inc first reported a position in PNFP in Q4 2024 and has held it in 8 quarters since. The position peaked at $212K in Q4 2024. 427 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

Asset Planning Inc held 1,897 shares of Pinnacle Financial Partners Inc worth $178K as of Q3 2026.
Asset Planning Inc bought 9 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $908.
Pinnacle Financial Partners Inc made up 0.12% of Asset Planning Inc's portfolio in Q3 2026, its #96 holding.
Asset Planning Inc first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's Pinnacle Financial Partners Inc position peaked at $212K in Q4 2024.
427 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.