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

Baron 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
Q2 		$210K Buy
+2,079
New +$200K 0.05% 279
2025
Q3 		– Sell
-2,075
Closed -$229K – 264
2025
Q2 		$229K Hold
2,075
– – 0.08% 194
2025
Q1 		$220K Hold
2,075
– – 0.1% 176
2024
Q4 		$237K Hold
2,075
– – 0.11% 154
2024
Q3 		$203K Buy
+2,075
New +$191K 0.1% 193

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

Baron Wealth Management's PNFP Position: Q2 2026 in Review

Baron Wealth Management opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,079 shares worth $210K. The stake represents 0.05% of the portfolio and ranks #279 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in PNFP as recently as Q2 2025.

Baron Wealth Management first reported a position in PNFP in Q3 2024 and has held it in 5 quarters since. The position peaked at $237K in Q4 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Baron Wealth Management held 2,079 shares of Pinnacle Financial Partners Inc worth $210K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new Baron Wealth Management position in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Baron Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and has held it in 5 quarters since.
  • Baron Wealth Management's Pinnacle Financial Partners Inc position peaked at $237K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.