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Capital Performance Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Capital Performance 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 		– Sell
-2,792
Closed -$241K – 451
2026
Q1 		$241K Sell
2,792
-34
-1% -$3.16K 0.02% 385
2025
Q4 		$270K Buy
+2,826
New +$260K 0.02% 340

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

Capital Performance Advisors's PNFP Position: Q2 2026 in Review

Capital Performance Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2026, closing a stake of 2,792 shares — an estimated $241K sold.

Capital Performance Advisors first reported a position in PNFP in Q4 2025 and held it in 2 quarters. The position peaked at $270K in Q4 2025. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Capital Performance Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 2,792 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $241K.
  • Capital Performance Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and held it in 2 quarters.
  • Capital Performance Advisors's Pinnacle Financial Partners Inc position peaked at $270K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

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