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EP Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

EP Wealth Advisors’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 		– Sell
-6,993
Closed -$602K – 1844
2026
Q1 		$602K Buy
+6,993
New +$651K ﹤0.01% 823

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

EP Wealth Advisors's PNFP Position: Q2 2026 in Review

EP Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2026, closing a stake of 6,993 shares — an estimated $602K sold.

EP Wealth Advisors first reported a position in PNFP in Q1 2026 and held it in 1 quarter. The position peaked at $602K in Q1 2026. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • EP Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,993 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $602K.
  • EP Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and held it in 1 quarter.
  • EP Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $602K in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.