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Carlson Capital’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Carlson Capital’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 		$5.18M Buy
+60,134
New +$5.59M 1.63% 3
2018
Q1 		– Sell
-305,802
Closed -$20.3M – 273
2017
Q4 		$20.3M Buy
+305,802
New +$20.3M 0.35% 80

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

Carlson Capital's PNFP Position: Q1 2026 in Review

Carlson Capital opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 60,134 shares worth $5.18M. The stake represents 1.63% of the portfolio and ranks #3 among its holdings. This is a return to the name: Carlson Capital previously reported a position in PNFP as recently as Q4 2017.

Carlson Capital first reported a position in PNFP in Q4 2017 and has held it in 2 quarters since. The position peaked at $20.3M in Q4 2017. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Carlson Capital held 60,134 shares of Pinnacle Financial Partners Inc worth $5.18M as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Carlson Capital position in Q1 2026.
  • Pinnacle Financial Partners Inc made up 1.63% of Carlson Capital's portfolio in Q1 2026, its #3 holding.
  • Carlson Capital first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 2 quarters since.
  • Carlson Capital's Pinnacle Financial Partners Inc position peaked at $20.3M in Q4 2017.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.