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 Q3	$4.68K	Hold	50	–	–	﹤0.01%	642
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	$6.52K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Concord Wealth Partners's PNFP Position: Q3 2026 in Review

Concord Wealth Partners held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 50 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Concord Wealth Partners first reported a position in PNFP in Q4 2020 and has held it in 13 quarters since. The position peaked at $107K in Q4 2020. 377 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

Concord Wealth Partners held 50 shares of Pinnacle Financial Partners Inc worth $4.68K as of Q3 2026.
Concord Wealth Partners left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
Pinnacle Financial Partners Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #642 holding.
Concord Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 13 quarters since.
Concord Wealth Partners's Pinnacle Financial Partners Inc position peaked at $107K in Q4 2020.
377 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.