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CVA Family Office’s Pinnacle Financial Partners Inc PNFP Stock Holding History

CVA Family Office’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 		$16.2K Buy
161
+118
+274% +$11.3K ﹤0.01% 877
2026
Q1 		$3.7K Buy
43
+23
+115% +$2.14K ﹤0.01% 1344
2025
Q4 		$1.91K Sell
20
-103
-84% -$9.46K ﹤0.01% 1005
2025
Q3 		$11.5K Hold
123
– – ﹤0.01% 783
2025
Q2 		$13.6K Sell
123
-6
-5% -$619 ﹤0.01% 759
2025
Q1 		$13.7K Buy
129
+6
+5% +$687 ﹤0.01% 748
2024
Q4 		$14.1K Hold
123
– – ﹤0.01% 734
2024
Q3 		$12.1K Buy
123
+103
+515% +$9.48K ﹤0.01% 729
2024
Q2 		$1.6K Hold
20
– – ﹤0.01% 998
2024
Q1 		$1.72K Hold
20
– – ﹤0.01% 948
2023
Q4 		$1.74K Buy
+20
New +$1.45K ﹤0.01% 918
2023
Q3 		– Sell
-20
Closed -$1.13K – 757
2023
Q2 		$1.13K Buy
+20
New +$1.05K ﹤0.01% 922

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 $3.38T AUM 44.17% 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

CVA Family Office's PNFP Position: Q2 2026 in Review

CVA Family Office increased its Pinnacle Financial Partners Inc (PNFP) stake by 274% in Q2 2026, buying an estimated $11.3K and bringing the position to 161 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

CVA Family Office first reported a position in PNFP in Q2 2023 and has held it in 12 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • CVA Family Office held 161 shares of Pinnacle Financial Partners Inc worth $16.2K as of Q2 2026.
  • CVA Family Office bought 118 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $11.3K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #877 holding.
  • CVA Family Office first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and has held it in 12 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.