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Avion Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Avion Wealth’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 		$8K Buy
82
+20
+32% +$1.92K ﹤0.01% 663
2026
Q1 		$5K Buy
+62
New +$5.77K ﹤0.01% 681
2025
Q4 		– Sell
-22
Closed -$2K – 1505
2025
Q3 		$2K Sell
22
-28
-56% -$2.79K ﹤0.01% 897
2025
Q2 		$5K Buy
50
+33
+194% +$3.41K ﹤0.01% 633
2025
Q1 		$1K Hold
17
– – ﹤0.01% 908
2024
Q4 		$1K Hold
17
– – ﹤0.01% 905
2024
Q3 		$1K Sell
17
-6
-26% -$552 ﹤0.01% 879
2024
Q2 		$1K Hold
23
– – ﹤0.01% 793
2024
Q1 		$2K Buy
23
+6
+35% +$504 ﹤0.01% 745
2023
Q4 		$1K Buy
17
+8
+89% +$580 ﹤0.01% 921
2023
Q3 		$0 Hold
9
– – ﹤0.01% 1111
2023
Q2 		$0 Buy
+9
New +$474 ﹤0.01% 966

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 $3.37T AUM 44.26% 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

Avion Wealth's PNFP Position: Q2 2026 in Review

Avion Wealth increased its Pinnacle Financial Partners Inc (PNFP) stake by 32% in Q2 2026, buying an estimated $1.92K and bringing the position to 82 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Avion Wealth first reported a position in PNFP in Q2 2023 and has held it in 12 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Avion Wealth held 82 shares of Pinnacle Financial Partners Inc worth $8K as of Q2 2026.
  • Avion Wealth bought 20 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $1.92K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #663 holding.
  • Avion Wealth first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and has held it in 12 quarters since.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.