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Cape Investment Advisory’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Cape Investment Advisory’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 		$2.12K Buy
+21
New +$2.02K ﹤0.01% 1226
2024
Q1 		– Sell
-16
Closed -$1.4K – 1112
2023
Q4 		$1.4K Buy
+16
New +$1.16K ﹤0.01% 979

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

Cape Investment Advisory's PNFP Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 21 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PNFP as recently as Q4 2023.

Cape Investment Advisory first reported a position in PNFP in Q4 2023 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Cape Investment Advisory held 21 shares of Pinnacle Financial Partners Inc worth $2.12K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new Cape Investment Advisory position in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1226 holding.
  • Cape Investment Advisory first reported a position in Pinnacle Financial Partners Inc in Q4 2023 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.