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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
Q2 		$231K Sell
2,289
-4,304
-65% -$413K ﹤0.01% 1020
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 $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 $3.38T AUM 44.17% 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

Clearstead Advisors's PNFP Position: Q2 2026 in Review

Clearstead Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 65% in Q2 2026, selling an estimated $413K and leaving 2,289 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Clearstead Advisors first reported a position in PNFP in Q2 2024 and has held it in 9 quarters since. The position peaked at $568K in Q1 2026. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Clearstead Advisors held 2,289 shares of Pinnacle Financial Partners Inc worth $231K as of Q2 2026.
  • Clearstead Advisors sold 4,304 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $413K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1020 holding.
  • Clearstead Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Pinnacle Financial Partners Inc position peaked at $568K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.