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Independent Advisor Alliance’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Independent Advisor Alliance’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 		$277K Buy
+3,218
New +$299K ﹤0.01% 1355
2021
Q2 		– Sell
-3,559
Closed -$316K – 641
2021
Q1 		$316K Sell
3,559
-2,812
-44% -$222K 0.02% 478
2020
Q4 		$410K Buy
+6,371
New +$328K 0.03% 381
2020
Q3 		– Sell
-5,113
Closed -$215K – 523
2020
Q2 		$215K Buy
+5,113
New +$203K 0.02% 423
2020
Q1 		– Sell
-5,156
Closed -$330K – 731
2019
Q4 		$330K Sell
5,156
-716
-12% -$43.2K 0.01% 652
2019
Q3 		$333K Buy
5,872
+16
+0.3% +$895 0.04% 314
2019
Q2 		$337K Buy
5,856
+15
+0.3% +$844 0.05% 278
2019
Q1 		$319K Buy
5,841
+14
+0.2% +$773 0.04% 302
2018
Q4 		$269K Sell
5,827
-62
-1% -$3.29K 0.05% 311
2018
Q3 		$346K Sell
5,889
-101
-2% -$6.4K 0.06% 240
2018
Q2 		$363K Buy
5,990
+86
+1% +$5.59K 0.08% 218
2018
Q1 		$375K Buy
5,904
+11
+0.2% +$719 0.08% 223
2017
Q4 		$395K Buy
5,893
+11
+0.2% +$731 0.09% 212
2017
Q3 		$394K Buy
5,882
+3
+0.1% +$189 0.11% 170
2017
Q2 		$371K Buy
+5,879
New +$372K 0.12% 172

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's PNFP Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 3,218 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PNFP as recently as Q1 2021.

Independent Advisor Alliance first reported a position in PNFP in Q2 2017 and has held it in 15 quarters since. The position peaked at $410K in Q4 2020. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Independent Advisor Alliance held 3,218 shares of Pinnacle Financial Partners Inc worth $277K as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Independent Advisor Alliance position in Q1 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1355 holding.
  • Independent Advisor Alliance first reported a position in Pinnacle Financial Partners Inc in Q2 2017 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Pinnacle Financial Partners Inc position peaked at $410K in Q4 2020.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.