GI
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Gradient Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Gradient Investments’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
Q3 		$4.32M Sell
46,200
-56
-0.1% -$5.65K 0.06% 220
2026
Q2 		$4.67M Buy
46,256
+4,436
+11% +$426K 0.06% 207
2026
Q1 		$3.6M Buy
+41,820
New +$3.89M 0.06% 212
2021
Q1 		– Sell
-544
Closed -$19K – 1254
2020
Q4 		$19K Hold
544
– – ﹤0.01% 586
2020
Q3 		$19K Hold
544
– – ﹤0.01% 589
2020
Q2 		$23K Sell
544
-200
-27% -$7.93K ﹤0.01% 500
2020
Q1 		$28K Buy
744
+61
+9% +$3.3K ﹤0.01% 449
2019
Q4 		$44K Sell
683
-684
-50% -$41.3K ﹤0.01% 428
2019
Q3 		$78K Hold
1,367
– – ﹤0.01% 323
2019
Q2 		$79K Buy
+1,367
New +$76.9K ﹤0.01% 335
2018
Q4 		– Sell
-16,834
Closed -$1.01M – 1051
2018
Q3 		$1.01M Buy
16,834
+4,370
+35% +$277K 0.05% 160
2018
Q2 		$765K Buy
12,464
+3,073
+33% +$200K 0.04% 168
2018
Q1 		$603K Buy
9,391
+9,244
+6,288% +$604K 0.03% 166
2017
Q4 		$10K Buy
+147
New +$9.77K ﹤0.01% 604
2017
Q3 		– Sell
-147
Closed -$9K – 586
2017
Q2 		$9K Hold
147
– – ﹤0.01% 501
2017
Q1 		$10K Hold
147
– – ﹤0.01% 511
2016
Q4 		$10K Sell
147
-6,456
-98% -$390K ﹤0.01% 453
2016
Q3 		$357K Buy
6,603
+11
+0.2% +$594 0.04% 138
2016
Q2 		$322K Sell
6,592
-479
-7% -$23.5K 0.03% 140
2016
Q1 		$347K Buy
+7,071
New +$337K 0.04% 134

Other funds holding PNFP

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Gradient Investments's PNFP Position: Q3 2026 in Review

Gradient Investments reduced its Pinnacle Financial Partners Inc (PNFP) stake by 0.12% in Q3 2026, selling an estimated $5.65K and leaving 46,200 shares worth $4.32M. The position accounts for 0.06% of the portfolio, ranked #220.

Gradient Investments first reported a position in PNFP in Q1 2016 and has held it in 20 quarters since. The position peaked at $4.67M in Q2 2026. 19 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Gradient Investments held 46,200 shares of Pinnacle Financial Partners Inc worth $4.32M as of Q3 2026.
  • Gradient Investments sold 56 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $5.65K.
  • Pinnacle Financial Partners Inc made up 0.06% of Gradient Investments's portfolio in Q3 2026, its #220 holding.
  • Gradient Investments first reported a position in Pinnacle Financial Partners Inc in Q1 2016 and has held it in 20 quarters since.
  • Gradient Investments's Pinnacle Financial Partners Inc position peaked at $4.67M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.