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Clearstead Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Clearstead 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
Q1 		$568K Buy
6,593
+2,266
+52% +$211K 0.01% 682
2025
Q4 		$413K Buy
4,327
+3,371
+353% +$310K 0.01% 708
2025
Q3 		$89.7K Buy
956
+851
+810% +$85K ﹤0.01% 1083
2025
Q2 		$11.6K Buy
105
+88
+518% +$9.08K ﹤0.01% 1836
2025
Q1 		$1.8K Sell
17
-67
-80% -$7.67K ﹤0.01% 1918
2024
Q4 		$9.61K Hold
84
– – ﹤0.01% 1578
2024
Q3 		$8.23K Hold
84
– – ﹤0.01% 1620
2024
Q2 		$6.72K Buy
+84
New +$6.7K ﹤0.01% 1629

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

Clearstead Advisors's PNFP Position: Q1 2026 in Review

Clearstead Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 52% in Q1 2026, buying an estimated $211K and bringing the position to 6,593 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #682.

Clearstead Advisors first reported a position in PNFP in Q2 2024 and has held it in 8 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Clearstead Advisors held 6,593 shares of Pinnacle Financial Partners Inc worth $568K as of Q1 2026.
  • Clearstead Advisors bought 2,266 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $211K.
  • Pinnacle Financial Partners Inc made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #682 holding.
  • Clearstead Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2024 and has held it in 8 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.