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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
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 $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

Caerus Investment Advisors's PNFP Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 6,769 shares worth $583K. The stake represents 0.24% of the portfolio and ranks #86 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in PNFP as recently as Q3 2025.

Caerus Investment Advisors first reported a position in PNFP in Q3 2025 and has held it in 2 quarters since. The position peaked at $675K in Q3 2025. 662 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Caerus Investment Advisors held 6,769 shares of Pinnacle Financial Partners Inc worth $583K as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Caerus Investment Advisors position in Q1 2026.
  • Pinnacle Financial Partners Inc made up 0.24% of Caerus Investment Advisors's portfolio in Q1 2026, its #86 holding.
  • Caerus Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Pinnacle Financial Partners Inc position peaked at $675K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.