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Avantax Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$451K Buy
4,088
+14
+0.3% +$1.45K ﹤0.01% 1644
2025
Q1 		$432K Sell
4,074
-382
-9% -$43.8K ﹤0.01% 1601
2024
Q4 		$510K Sell
4,456
-340
-7% -$38.3K ﹤0.01% 1432
2024
Q3 		$470K Buy
4,796
+228
+5% +$21K ﹤0.01% 1450
2024
Q2 		$366K Buy
+4,568
New +$365K ﹤0.01% 1570

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's PNFP Position: Q2 2025 in Review

Avantax Advisory Services increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.34% in Q2 2025, buying an estimated $1.45K and bringing the position to 4,088 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Avantax Advisory Services first reported a position in PNFP in Q2 2024 and has held it in 5 quarters since. The position peaked at $510K in Q4 2024. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

  • Avantax Advisory Services held 4,088 shares of Pinnacle Financial Partners Inc worth $451K as of Q2 2025.
  • Avantax Advisory Services bought 14 Pinnacle Financial Partners Inc shares in Q2 2025, an estimated $1.45K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1644 holding.
  • Avantax Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Pinnacle Financial Partners Inc position peaked at $510K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.