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Bogart Wealth LLC’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bogart Wealth LLC’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 		$7.16K Buy
71
+5
+8% +$480 ﹤0.01% 1100
2026
Q1 		$5.68K Buy
66
+60
+1,000% +$5.58K ﹤0.01% 1029
2025
Q4 		$572 Buy
+6
New +$551 ﹤0.01% 1425

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's PNFP Position: Q2 2026 in Review

Bogart Wealth LLC increased its Pinnacle Financial Partners Inc (PNFP) stake by 7.6% in Q2 2026, buying an estimated $480 and bringing the position to 71 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Bogart Wealth LLC first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Bogart Wealth LLC held 71 shares of Pinnacle Financial Partners Inc worth $7.16K as of Q2 2026.
  • Bogart Wealth LLC bought 5 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $480.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1100 holding.
  • Bogart Wealth LLC first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.