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Cassaday & Co Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Cassaday & Co Wealth Management’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 		$202 Hold
2
– – ﹤0.01% 1218
2026
Q1 		$173 Buy
+2
New +$186 ﹤0.01% 1282

Other funds holding PNFP

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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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

Cassaday & Co Wealth Management's PNFP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 2 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Cassaday & Co Wealth Management first reported a position in PNFP in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Pinnacle Financial Partners Inc worth $202 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1218 holding.
  • Cassaday & Co Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.