Balanced Rock Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Balanced Rock Investment Advisors’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	$210K	Buy	+2,080	New	+$200K	0.13%	99

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Balanced Rock Investment Advisors's PNFP Position: Q2 2026 in Review

Balanced Rock Investment Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,080 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #99 among its holdings.

713 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Balanced Rock Investment Advisors held 2,080 shares of Pinnacle Financial Partners Inc worth $210K as of Q2 2026.
Pinnacle Financial Partners Inc was a new Balanced Rock Investment Advisors position in Q2 2026.
Pinnacle Financial Partners Inc made up 0.13% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #99 holding.
713 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.