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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CVA Family Office's PNFP Position: Q1 2026 in Review

CVA Family Office increased its Pinnacle Financial Partners Inc (PNFP) stake by 115% in Q1 2026, buying an estimated $2.14K and bringing the position to 43 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

CVA Family Office first reported a position in PNFP in Q2 2023 and has held it in 11 quarters since. The position peaked at $14.1K in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

CVA Family Office held 43 shares of Pinnacle Financial Partners Inc worth $3.7K as of Q1 2026.
CVA Family Office bought 23 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $2.14K.
Pinnacle Financial Partners Inc made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1344 holding.
CVA Family Office first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and has held it in 11 quarters since.
CVA Family Office's Pinnacle Financial Partners Inc position peaked at $14.1K in Q4 2024.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.