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Atria Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Atria Investments’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 		$6.56M Buy
65,020
+2,865
+5% +$275K 0.07% 315
2026
Q1 		$5.35M Sell
62,155
-892
-1% -$83K 0.06% 355
2025
Q4 		$6.02M Buy
63,047
+3,968
+7% +$364K 0.07% 325
2025
Q3 		$5.54M Buy
59,079
+1,137
+2% +$114K 0.06% 354
2025
Q2 		$6.4M Sell
57,942
-235
-0.4% -$24.3K 0.08% 303
2025
Q1 		$6.17M Buy
58,177
+8,879
+18% +$1.02M 0.08% 306
2024
Q4 		$5.64M Buy
49,298
+3,422
+7% +$386K 0.07% 315
2024
Q3 		$4.49M Buy
45,876
+1,925
+4% +$177K 0.06% 390
2024
Q2 		$3.52M Buy
43,951
+710
+2% +$56.7K 0.05% 445
2024
Q1 		$3.71M Buy
43,241
+12,551
+41% +$1.05M 0.05% 423
2023
Q4 		$2.68M Buy
30,690
+2,221
+8% +$161K 0.04% 490
2023
Q3 		$1.91M Sell
28,469
-9,613
-25% -$649K 0.03% 582
2023
Q2 		$2.16M Buy
38,082
+9,828
+35% +$518K 0.04% 519
2023
Q1 		$1.56M Buy
28,254
+1,889
+7% +$133K 0.03% 633
2022
Q4 		$1.94M Buy
26,365
+674
+3% +$54.1K 0.04% 525
2022
Q3 		$2.08M Buy
25,691
+2,399
+10% +$192K 0.05% 467
2022
Q2 		$1.68M Hold
23,292
– – 0.04% 566
2022
Q1 		$2.15M Buy
23,292
+8,267
+55% +$817K 0.04% 546
2021
Q4 		$1.44M Buy
15,025
+1,332
+10% +$130K 0.03% 687
2021
Q3 		$1.29M Buy
+13,693
New +$1.26M 0.02% 692
2020
Q1 		– Sell
-22,063
Closed -$1.41M – 1016
2019
Q4 		$1.41M Buy
22,063
+963
+5% +$58.1K 0.04% 419
2019
Q3 		$1.2M Buy
21,100
+1,493
+8% +$83.5K 0.04% 364
2019
Q2 		$1.07M Buy
19,607
+11,679
+147% +$657K 0.04% 394
2019
Q1 		$434K Sell
7,928
-572
-7% -$31.6K 0.02% 571
2018
Q4 		$392K Sell
8,500
-3,072
-27% -$163K 0.02% 579
2018
Q3 		$696K Buy
11,572
+3,081
+36% +$195K 0.03% 498
2018
Q2 		$521K Buy
+8,491
New +$552K 0.02% 561

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 $3.38T AUM 44.17% 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

Atria Investments's PNFP Position: Q2 2026 in Review

Atria Investments increased its Pinnacle Financial Partners Inc (PNFP) stake by 4.6% in Q2 2026, buying an estimated $275K and bringing the position to 65,020 shares worth $6.56M. The position accounts for 0.07% of the portfolio, ranked #315.

Atria Investments first reported a position in PNFP in Q2 2018 and has held it in 27 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Atria Investments held 65,020 shares of Pinnacle Financial Partners Inc worth $6.56M as of Q2 2026.
  • Atria Investments bought 2,865 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $275K.
  • Pinnacle Financial Partners Inc made up 0.07% of Atria Investments's portfolio in Q2 2026, its #315 holding.
  • Atria Investments first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and has held it in 27 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.