Duncan Williams Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Duncan Williams Asset Management’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	$1.08M	Sell	12,588 -366	-3%	-$34.1K	0.3%	49
2025 Q4	$1.32M	Buy	12,954 +511	+4%	+$46.9K	0.33%	43
2025 Q3	$1.17M	Hold	12,443	–	–	0.33%	49
2025 Q2	$1.37M	Hold	12,443	–	–	0.43%	39
2025 Q1	$1.32M	Hold	12,443	–	–	0.48%	33
2024 Q4	$1.42M	Sell	12,443 -385	-3%	-$43.4K	0.56%	31
2024 Q3	$1.26M	Buy	12,828 +195	+2%	+$17.9K	0.69%	26
2024 Q2	$1.01M	Hold	12,633	–	–	0.85%	20
2024 Q1	$1.08M	Buy	+12,633	New	+$1.06M	0.98%	15

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

Duncan Williams Asset Management's PNFP Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 2.8% in Q1 2026, selling an estimated $34.1K and leaving 12,588 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #49.

Duncan Williams Asset Management first reported a position in PNFP in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Duncan Williams Asset Management held 12,588 shares of Pinnacle Financial Partners Inc worth $1.08M as of Q1 2026.
Duncan Williams Asset Management sold 366 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $34.1K.
Pinnacle Financial Partners Inc made up 0.3% of Duncan Williams Asset Management's portfolio in Q1 2026, its #49 holding.
Duncan Williams Asset Management first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and has held it in 9 quarters since.
Duncan Williams Asset Management's Pinnacle Financial Partners Inc position peaked at $1.42M in Q4 2024.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.