Bailard’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bailard’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	–	Sell	-7,046	Closed	-$672K	–	804
2025 Q4	$672K	Buy	+7,046	New	+$647K	0.01%	416

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bailard's PNFP Position: Q1 2026 in Review

Bailard sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 7,046 shares — an estimated $672K sold.

Bailard first reported a position in PNFP in Q4 2025 and held it in 1 quarter. The position peaked at $672K in Q4 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Bailard reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
Bailard sold 7,046 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $672K.
Bailard first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and held it in 1 quarter.
Bailard's Pinnacle Financial Partners Inc position peaked at $672K in Q4 2025.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.