Creative Planning’s Pinnacle Financial Partners Inc PNFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.96M | Buy |
104,049
+42,148
| +68% | +$3.92M | 0.01% | 761 |
|
|
2025
Q4 | $5.91M | Buy |
61,901
+11,649
| +23% | +$1.07M | ﹤0.01% | 891 |
|
|
2025
Q3 | $4.71M | Buy |
50,252
+23,112
| +85% | +$2.31M | ﹤0.01% | 923 |
|
|
2025
Q2 | $3M | Buy |
27,140
+5,079
| +23% | +$524K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $2.34M | Buy |
22,061
+2,585
| +13% | +$296K | ﹤0.01% | 1085 |
|
|
2024
Q4 | $2.23M | Buy |
19,476
+766
| +4% | +$86.4K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $1.83M | Buy |
18,710
+1,614
| +9% | +$149K | ﹤0.01% | 1110 |
|
|
2024
Q2 | $1.37M | Buy |
17,096
+1,097
| +7% | +$87.5K | ﹤0.01% | 1203 |
|
|
2024
Q1 | $1.37M | Buy |
15,999
+437
| +3% | +$36.7K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.36M | Buy |
15,562
+3,047
| +24% | +$221K | ﹤0.01% | 1087 |
|
|
2023
Q3 | $839K | Buy |
12,515
+98
| +0.8% | +$6.61K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $703K | Buy |
12,417
+4,905
| +65% | +$258K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $414K | Buy |
7,512
+3,347
| +80% | +$235K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $306K | Sell |
4,165
-632
| -13% | -$50.7K | ﹤0.01% | 1717 |
|
|
2022
Q3 | $389K | Buy |
4,797
+1,376
| +40% | +$110K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $247K | Buy |
3,421
+42
| +1% | +$3.31K | ﹤0.01% | 1739 |
|
|
2022
Q1 | $311K | Buy |
3,379
+2
| +0.1% | +$198 | ﹤0.01% | 1619 |
|
|
2021
Q4 | $323K | Buy |
3,377
+35
| +1% | +$3.42K | ﹤0.01% | 1573 |
|
|
2021
Q3 | $314K | Buy |
3,342
+10
| +0.3% | +$920 | ﹤0.01% | 1563 |
|
|
2021
Q2 | $294K | Buy |
3,332
+374
| +13% | +$33.4K | ﹤0.01% | 1580 |
|
|
2021
Q1 | $262K | Buy |
+2,958
| New | +$234K | ﹤0.01% | 1881 |
|
|
2018
Q1 | – | Sell |
-3,375
| Closed | -$224K | – | 2098 |
|
|
2017
Q4 | $224K | Sell |
3,375
-80
| -2% | -$5.32K | ﹤0.01% | 1529 |
|
|
2017
Q3 | $231K | Buy |
3,455
+237
| +7% | +$14.9K | ﹤0.01% | 1500 |
|
|
2017
Q2 | $202K | Buy |
3,218
+1,611
| +100% | +$102K | ﹤0.01% | 1514 |
|
|
2017
Q1 | $107K | Buy |
+1,607
| New | +$108K | ﹤0.01% | 1908 |
|
|
2016
Q4 | – | Sell |
-25
| Closed | -$1K | – | 4778 |
|
|
2016
Q3 | $1K | Buy |
+25
| New | +$1.35K | ﹤0.01% | 4426 |
|
|
2015
Q1 | – | Sell |
-446
| Closed | -$18K | – | 4359 |
|
|
2014
Q4 | $18K | Buy |
+446
| New | +$16.8K | ﹤0.01% | 2735 |
|
|
2014
Q3 | – | Sell |
-56
| Closed | -$2K | – | 4116 |
|
|
2014
Q2 | $2K | Buy |
+56
| New | +$2.01K | ﹤0.01% | 3524 |
|
Other funds holding PNFP
VPM
VCM
Creative Planning's PNFP Position: Q1 2026 in Review
Creative Planning increased its Pinnacle Financial Partners Inc (PNFP) stake by 68% in Q1 2026, buying an estimated $3.92M and bringing the position to 104,049 shares worth $8.96M. The position accounts for 0.01% of the portfolio, ranked #761.
Creative Planning first reported a position in PNFP in Q2 2014 and has held it in 28 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.
- Creative Planning held 104,049 shares of Pinnacle Financial Partners Inc worth $8.96M as of Q1 2026.
- Creative Planning bought 42,148 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $3.92M.
- Pinnacle Financial Partners Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #761 holding.
- Creative Planning first reported a position in Pinnacle Financial Partners Inc in Q2 2014 and has held it in 28 quarters since.
- 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.