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 Q1	$602K	Buy	+6,993	New	+$651K	﹤0.01%	823

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

EP Wealth Advisors's PNFP Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 6,993 shares worth $602K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings.

661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

EP Wealth Advisors held 6,993 shares of Pinnacle Financial Partners Inc worth $602K as of Q1 2026.
Pinnacle Financial Partners Inc was a new EP Wealth Advisors position in Q1 2026.
Pinnacle Financial Partners Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #823 holding.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.