Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.3M Buy
131,724
+22,445
+21% +$2.09M 0.03% 499
2025
Q4 		$10.4M Buy
109,279
+15,961
+17% +$1.47M 0.03% 511
2025
Q3 		$8.75M Buy
93,318
+86,376
+1,244% +$8.62M 0.03% 514
2025
Q2 		$766K Buy
6,942
+3,416
+97% +$353K ﹤0.01% 1399
2025
Q1 		$374K Buy
3,526
+2,913
+475% +$334K ﹤0.01% 1571
2024
Q4 		$70K Buy
613
+19
+3% +$2.14K ﹤0.01% 2536
2024
Q3 		$58K Buy
594
+62
+12% +$5.71K ﹤0.01% 2580
2024
Q2 		$43K Sell
532
-520
-49% -$41.5K ﹤0.01% 2588
2024
Q1 		$90K Buy
1,052
+187
+22% +$15.7K ﹤0.01% 1942
2023
Q4 		$75K Buy
865
+332
+62% +$24.1K ﹤0.01% 1930
2023
Q3 		$36K Sell
533
-412
-44% -$27.8K ﹤0.01% 2289
2023
Q2 		$54K Sell
945
-469
-33% -$24.7K ﹤0.01% 1926
2023
Q1 		$78K Buy
1,414
+464
+49% +$32.6K ﹤0.01% 1622
2022
Q4 		$70K Sell
950
-134
-12% -$10.8K ﹤0.01% 1546
2022
Q3 		$88K Buy
1,084
+48
+5% +$3.83K ﹤0.01% 1392
2022
Q2 		$75K Sell
1,036
-152
-13% -$12K ﹤0.01% 1439
2022
Q1 		$109K Sell
1,188
-1,106
-48% -$109K ﹤0.01% 1294
2021
Q4 		$219K Buy
+2,294
New +$224K ﹤0.01% 990
2021
Q2 		$54K Hold
609
– – ﹤0.01% 1372
2021
Q1 		$54K Hold
609
– – ﹤0.01% 1372
2020
Q4 		$54K Hold
609
– – ﹤0.01% 1372
2020
Q3 		$54K Hold
609
– – ﹤0.01% 1372
2020
Q2 		$54K Hold
609
– – ﹤0.01% 1372
2020
Q1 		$54K Hold
609
– – ﹤0.01% 1372
2019
Q4 		$54K Hold
609
– – ﹤0.01% 1372
2019
Q3 		$54K Hold
609
– – ﹤0.01% 1372
2019
Q2 		$54K Hold
609
– – ﹤0.01% 1372
2019
Q1 		$54K Buy
+609
New +$33.6K ﹤0.01% 1372

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 $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 $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Carson Wealth (CWM LLC)'s PNFP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Pinnacle Financial Partners Inc (PNFP) stake by 21% in Q1 2026, buying an estimated $2.09M and bringing the position to 131,724 shares worth $11.3M. The position accounts for 0.03% of the portfolio, ranked #499.

Carson Wealth (CWM LLC) first reported a position in PNFP in Q1 2019 and has held it in 28 quarters since. 663 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 131,724 shares of Pinnacle Financial Partners Inc worth $11.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,445 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $2.09M.
  • Pinnacle Financial Partners Inc made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #499 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and has held it in 28 quarters since.
  • 663 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.