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

Caerus 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 		$446K Sell
4,423
-2,346
-35% -$225K 0.15% 126
2026
Q1 		$583K Buy
+6,769
New +$630K 0.24% 86
2025
Q4 		– Sell
-7,194
Closed -$675K – 354
2025
Q3 		$675K Buy
+7,194
New +$718K 0.28% 74

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

Caerus Investment Advisors's PNFP Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 35% in Q2 2026, selling an estimated $225K and leaving 4,423 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #126.

Caerus Investment Advisors first reported a position in PNFP in Q3 2025 and has held it in 3 quarters since. The position peaked at $675K in Q3 2025. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Caerus Investment Advisors held 4,423 shares of Pinnacle Financial Partners Inc worth $446K as of Q2 2026.
  • Caerus Investment Advisors sold 2,346 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $225K.
  • Pinnacle Financial Partners Inc made up 0.15% of Caerus Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • Caerus Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Pinnacle Financial Partners Inc position peaked at $675K in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.