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Forum Financial Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Forum Financial Management’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
-2,236
Closed -$213K – 812
2025
Q4 		$213K Sell
2,236
-1,167
-34% -$107K ﹤0.01% 936
2025
Q3 		$319K Buy
3,403
+55
+2% +$5.49K ﹤0.01% 704
2025
Q2 		$370K Buy
3,348
+688
+26% +$71K 0.01% 543
2025
Q1 		$282K Hold
2,660
– – ﹤0.01% 622
2024
Q4 		$304K Buy
2,660
+433
+19% +$48.8K 0.01% 606
2024
Q3 		$218K Buy
+2,227
New +$205K ﹤0.01% 681
2022
Q2 		– Sell
-2,217
Closed -$204K – 632
2022
Q1 		$204K Hold
2,217
– – 0.01% 561
2021
Q4 		$212K Buy
+2,217
New +$217K 0.01% 592

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
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

Forum Financial Management's PNFP Position: Q1 2026 in Review

Forum Financial Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 2,236 shares — an estimated $213K sold.

Forum Financial Management first reported a position in PNFP in Q4 2021 and held it in 8 quarters. The position peaked at $370K in Q2 2025. 667 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Forum Financial Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,236 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $213K.
  • Forum Financial Management first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and held it in 8 quarters.
  • Forum Financial Management's Pinnacle Financial Partners Inc position peaked at $370K in Q2 2025.
  • 667 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.