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Estate Planners Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Estate Planners Group’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 		– Sell
-464
Closed -$44.3K – 325
2025
Q4 		$44.3K Buy
+464
New +$42.6K 0.02% 148

Other funds holding PNFP

BlackRock
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Wellington Management Group
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Estate Planners Group's PNFP Position: Q1 2026 in Review

Estate Planners Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 464 shares — an estimated $44.3K sold.

Estate Planners Group first reported a position in PNFP in Q4 2025 and held it in 1 quarter. The position peaked at $44.3K in Q4 2025. 667 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Estate Planners Group reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 464 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $44.3K.
  • Estate Planners Group first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Pinnacle Financial Partners Inc position peaked at $44.3K in Q4 2025.
  • 667 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.