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 Q2	$1.26M	Sell	12,531 -57	-0.5%	-$5.47K	0.29%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Duncan Williams Asset Management's PNFP Position: Q2 2026 in Review

Duncan Williams Asset Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 0.45% in Q2 2026, selling an estimated $5.47K and leaving 12,531 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #53.

Duncan Williams Asset Management first reported a position in PNFP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Duncan Williams Asset Management held 12,531 shares of Pinnacle Financial Partners Inc worth $1.26M as of Q2 2026.
Duncan Williams Asset Management sold 57 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $5.47K.
Pinnacle Financial Partners Inc made up 0.29% of Duncan Williams Asset Management's portfolio in Q2 2026, its #53 holding.
Duncan Williams Asset Management first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and has held it in 10 quarters since.
Duncan Williams Asset Management's Pinnacle Financial Partners Inc position peaked at $1.42M in Q4 2024.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.