Concord Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Concord Wealth Partners’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	$5.04K	Buy	+50	New	+$4.8K	﹤0.01%	660
2023 Q4	–	Sell	-115	Closed	-$7.71K	–	967
2023 Q3	$7.71K	Hold	115	–	–	﹤0.01%	657
2023 Q2	$6.51K	Hold	115	–	–	﹤0.01%	664
2023 Q1	$6.34K	Hold	115	–	–	﹤0.01%	638
2022 Q4	$8.44K	Buy	+115	New	+$9.23K	﹤0.01%	657
2022 Q3	–	Sell	-230	Closed	-$17K	–	866
2022 Q2	$17K	Hold	230	–	–	﹤0.01%	576
2022 Q1	$21K	Hold	230	–	–	0.01%	624
2021 Q4	$22K	Sell	230 -30	-12%	-$2.93K	0.01%	625
2021 Q3	$24K	Hold	260	–	–	0.01%	352
2021 Q2	$23K	Hold	260	–	–	0.01%	476
2021 Q1	$23K	Sell	260 -1,404	-84%	-$111K	0.01%	457
2020 Q4	$107K	Buy	+1,664	New	+$85.8K	0.08%	128

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's PNFP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 50 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in PNFP as recently as Q3 2023.

Concord Wealth Partners first reported a position in PNFP in Q4 2020 and has held it in 12 quarters since. The position peaked at $107K in Q4 2020. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Concord Wealth Partners held 50 shares of Pinnacle Financial Partners Inc worth $5.04K as of Q2 2026.
Pinnacle Financial Partners Inc was a new Concord Wealth Partners position in Q2 2026.
Pinnacle Financial Partners Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #660 holding.
Concord Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 12 quarters since.
Concord Wealth Partners's Pinnacle Financial Partners Inc position peaked at $107K in Q4 2020.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.