Envestnet Portfolio Solutions’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Envestnet Portfolio Solutions’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	$1.44M	Buy	+16,728	New	+$1.56M	0.01%	530
2025 Q4	–	Sell	-7,358	Closed	-$690K	–	1538
2025 Q3	$690K	Sell	7,358 -1,481	-17%	-$148K	﹤0.01%	893
2025 Q2	$976K	Buy	8,839 +3,361	+61%	+$347K	﹤0.01%	797
2025 Q1	$581K	Sell	5,478 -3,858	-41%	-$442K	﹤0.01%	986
2024 Q4	$1.07M	Sell	9,336 -396	-4%	-$44.7K	﹤0.01%	896
2024 Q3	$953K	Buy	9,732 +62	+0.6%	+$5.71K	﹤0.01%	919
2024 Q2	$774K	Buy	9,670 +966	+11%	+$77.1K	﹤0.01%	955
2024 Q1	$747K	Sell	8,704 -321	-4%	-$27K	﹤0.01%	955
2023 Q4	$787K	Buy	9,025 +299	+3%	+$21.7K	﹤0.01%	868
2023 Q3	$585K	Buy	+8,726	New	+$589K	﹤0.01%	920

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

Envestnet Portfolio Solutions's PNFP Position: Q1 2026 in Review

Envestnet Portfolio Solutions opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 16,728 shares worth $1.44M. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in PNFP as recently as Q3 2025.

Envestnet Portfolio Solutions first reported a position in PNFP in Q3 2023 and has held it in 10 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Envestnet Portfolio Solutions held 16,728 shares of Pinnacle Financial Partners Inc worth $1.44M as of Q1 2026.
Pinnacle Financial Partners Inc was a new Envestnet Portfolio Solutions position in Q1 2026.
Pinnacle Financial Partners Inc made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #530 holding.
Envestnet Portfolio Solutions first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and has held it in 10 quarters since.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.