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Concurrent Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Concurrent Investment 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 		$2.29M Buy
22,718
+1,926
+9% +$185K 0.02% 678
2026
Q1 		$1.79M Buy
+20,792
New +$1.93M 0.02% 656

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 $3.37T AUM 44.26% 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

Concurrent Investment Advisors's PNFP Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 9.3% in Q2 2026, buying an estimated $185K and bringing the position to 22,718 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #678.

Concurrent Investment Advisors first reported a position in PNFP in Q1 2026 and has held it in 2 quarters since. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Concurrent Investment Advisors held 22,718 shares of Pinnacle Financial Partners Inc worth $2.29M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,926 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $185K.
  • Pinnacle Financial Partners Inc made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #678 holding.
  • Concurrent Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 2 quarters since.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.