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Beacon Pointe Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Beacon Pointe 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
Q1 		$455K Buy
5,287
+2,801
+113% +$261K ﹤0.01% 1346
2025
Q4 		$237K Buy
+2,486
New +$228K ﹤0.01% 1365
2023
Q3 		– Sell
-5,380
Closed -$305K – 1348
2023
Q2 		$305K Buy
+5,380
New +$283K 0.01% 880

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's PNFP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 113% in Q1 2026, buying an estimated $261K and bringing the position to 5,287 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Beacon Pointe Advisors first reported a position in PNFP in Q2 2023 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Beacon Pointe Advisors held 5,287 shares of Pinnacle Financial Partners Inc worth $455K as of Q1 2026.
  • Beacon Pointe Advisors bought 2,801 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $261K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1346 holding.
  • Beacon Pointe Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and has held it in 3 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.