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Baker Tilly Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Baker Tilly Wealth Management’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 		$537K Buy
5,732
+4
+0.1% +$403 0.11% 161
2026
Q2 		$578K Buy
+5,728
New +$550K 0.12% 151

Other funds holding PNFP

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Baker Tilly Wealth Management's PNFP Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.07% in Q3 2026, buying an estimated $403 and bringing the position to 5,732 shares worth $537K. The position accounts for 0.11% of the portfolio, ranked #161.

Baker Tilly Wealth Management first reported a position in PNFP in Q2 2026 and has held it in 2 quarters since. The position peaked at $578K in Q2 2026. 20 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Baker Tilly Wealth Management held 5,732 shares of Pinnacle Financial Partners Inc worth $537K as of Q3 2026.
  • Baker Tilly Wealth Management bought 4 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $403.
  • Pinnacle Financial Partners Inc made up 0.11% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #161 holding.
  • Baker Tilly Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2026 and has held it in 2 quarters since.
  • Baker Tilly Wealth Management's Pinnacle Financial Partners Inc position peaked at $578K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.