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Coldstream Capital Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Coldstream Capital 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
Q1 		$690K Buy
8,014
+2,191
+38% +$204K 0.01% 592
2025
Q4 		$556K Sell
5,823
-250
-4% -$23K 0.01% 678
2025
Q3 		$570K Sell
6,073
-177
-3% -$17.7K 0.01% 685
2025
Q2 		$690K Buy
6,250
+9
+0.1% +$929 0.01% 536
2025
Q1 		$662K Buy
6,241
+193
+3% +$22.1K 0.01% 497
2024
Q4 		$692K Sell
6,048
-523
-8% -$59K 0.01% 481
2024
Q3 		$646K Buy
6,571
+17
+0.3% +$1.56K 0.01% 521
2024
Q2 		$525K Sell
6,554
-4
-0.1% -$319 0.01% 533
2024
Q1 		$563K Buy
6,558
+8
+0.1% +$672 0.01% 510
2023
Q4 		$571K Buy
6,550
+1,067
+19% +$77.3K 0.02% 449
2023
Q3 		$368K Sell
5,483
-60
-1% -$4.05K 0.01% 539
2023
Q2 		$314K Buy
5,543
+8
+0.1% +$421 0.01% 609
2023
Q1 		$305K Buy
5,535
+86
+2% +$6.03K 0.01% 618
2022
Q4 		$400K Buy
+5,449
New +$437K 0.01% 498
2022
Q2 		$416K Buy
5,752
+1,445
+34% +$114K 0.02% 456
2022
Q1 		$397K Sell
4,307
-1,226
-22% -$121K 0.01% 465
2021
Q4 		$528K Buy
+5,533
New +$541K 0.02% 408
2021
Q3 		– Sell
-3,746
Closed -$330K – 510
2021
Q2 		$330K Hold
3,746
– – 0.01% 366
2021
Q1 		$332K Sell
3,746
-30
-0.8% -$2.37K 0.02% 298
2020
Q4 		$243K Buy
+3,776
New +$195K 0.01% 339

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 $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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

Coldstream Capital Management's PNFP Position: Q1 2026 in Review

Coldstream Capital Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 38% in Q1 2026, buying an estimated $204K and bringing the position to 8,014 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #592.

Coldstream Capital Management first reported a position in PNFP in Q4 2020 and has held it in 20 quarters since. The position peaked at $692K in Q4 2024. 663 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Coldstream Capital Management held 8,014 shares of Pinnacle Financial Partners Inc worth $690K as of Q1 2026.
  • Coldstream Capital Management bought 2,191 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $204K.
  • Pinnacle Financial Partners Inc made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #592 holding.
  • Coldstream Capital Management first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 20 quarters since.
  • Coldstream Capital Management's Pinnacle Financial Partners Inc position peaked at $692K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.