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BFC Planning, Inc.’s Pinnacle Financial Partners Inc PNFP Stock Holding History

BFC Planning, Inc.’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 		$19.5K Buy
193
+10
+5% +$960 ﹤0.01% 2029
2026
Q1 		$15.8K Buy
183
+152
+490% +$14.1K ﹤0.01% 1823
2025
Q4 		$2.96K Hold
31
– – ﹤0.01% 2520
2025
Q3 		$2.91K Buy
+31
New +$3.1K ﹤0.01% 2367
2025
Q2 		– Sell
-27
Closed -$2.86K – 2799
2025
Q1 		$2.86K Hold
27
– – ﹤0.01% 2216
2024
Q4 		$3.09K Buy
+27
New +$3.04K ﹤0.01% 2163

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 $551B AUM 33.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s PNFP Position: Q2 2026 in Review

BFC Planning, Inc. increased its Pinnacle Financial Partners Inc (PNFP) stake by 5.5% in Q2 2026, buying an estimated $960 and bringing the position to 193 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

BFC Planning, Inc. first reported a position in PNFP in Q4 2024 and has held it in 6 quarters since. 725 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • BFC Planning, Inc. held 193 shares of Pinnacle Financial Partners Inc worth $19.5K as of Q2 2026.
  • BFC Planning, Inc. bought 10 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $960.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2029 holding.
  • BFC Planning, Inc. first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 6 quarters since.
  • 725 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.