Baron Wealth Management
PNFP icon

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
Q3 		– Sell
-2,079
Closed -$210K – 325
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Baron Wealth Management's PNFP Position: Q3 2026 in Review

Baron Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2026, closing a stake of 2,079 shares — an estimated $210K sold.

Baron Wealth Management first reported a position in PNFP in Q3 2024 and held it in 5 quarters. The position peaked at $237K in Q4 2024. 427 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Baron Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2026 after selling out during the quarter.
  • Baron Wealth Management sold 2,079 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $210K.
  • Baron Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2024 and held it in 5 quarters.
  • Baron Wealth Management's Pinnacle Financial Partners Inc position peaked at $237K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.