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

EverSource 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 		$2.24M Sell
22,201
-2,075
-9% -$199K 0.08% 201
2026
Q1 		$2.09M Buy
24,276
+3,216
+15% +$299K 0.06% 214
2025
Q4 		$2.01M Buy
21,060
+740
+4% +$68K 0.07% 193
2025
Q3 		$1.91M Buy
20,320
+1,590
+8% +$159K 0.08% 181
2025
Q2 		$2.07M Buy
18,730
+459
+3% +$47.4K 0.09% 161
2025
Q1 		$1.94M Buy
18,271
+275
+2% +$31.5K 0.11% 150
2024
Q4 		$2.06M Buy
17,996
+20
+0.1% +$2.25K 0.12% 143
2024
Q3 		$1.76M Buy
17,976
+100
+0.6% +$9.2K 0.11% 152
2024
Q2 		$1.72M Buy
17,876
+221
+1% +$17.6K 0.11% 147
2024
Q1 		$1.35M Sell
17,655
-552
-3% -$46.4K 0.11% 153
2023
Q4 		$1.59M Sell
18,207
-3,844
-17% -$279K 0.15% 133
2023
Q3 		$1.48M Buy
22,051
+507
+2% +$34.2K 0.16% 129
2023
Q2 		$1.22M Buy
21,544
+436
+2% +$23K 0.13% 142
2023
Q1 		$1.16M Buy
21,108
+6,404
+44% +$449K 0.14% 129
2022
Q4 		$1.08M Buy
14,704
+14,679
+58,716% +$1.18M 0.16% 114
2022
Q3 		$2K Hold
25
– – ﹤0.01% 1710
2022
Q2 		$2K Hold
25
– – ﹤0.01% 1544
2022
Q1 		$2K Hold
25
– – ﹤0.01% 1563
2021
Q4 		$2K Buy
+25
New +$2.44K ﹤0.01% 1601

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 $3.37T AUM 44.26% 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

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

EverSource Wealth Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 8.5% in Q2 2026, selling an estimated $199K and leaving 22,201 shares worth $2.24M. The position accounts for 0.08% of the portfolio, ranked #201.

EverSource Wealth Advisors first reported a position in PNFP in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • EverSource Wealth Advisors held 22,201 shares of Pinnacle Financial Partners Inc worth $2.24M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,075 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $199K.
  • Pinnacle Financial Partners Inc made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • EverSource Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.