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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
Q2 		$320K Sell
3,176
-42
-1% -$4.03K 0.01% 820
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 $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 $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Independent Advisor Alliance's PNFP Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Pinnacle Financial Partners Inc (PNFP) stake by 1.3% in Q2 2026, selling an estimated $4.03K and leaving 3,176 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #820.

Independent Advisor Alliance first reported a position in PNFP in Q2 2017 and has held it in 16 quarters since. The position peaked at $410K in Q4 2020. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Independent Advisor Alliance held 3,176 shares of Pinnacle Financial Partners Inc worth $320K as of Q2 2026.
  • Independent Advisor Alliance sold 42 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $4.03K.
  • Pinnacle Financial Partners Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #820 holding.
  • Independent Advisor Alliance first reported a position in Pinnacle Financial Partners Inc in Q2 2017 and has held it in 16 quarters since.
  • Independent Advisor Alliance's Pinnacle Financial Partners Inc position peaked at $410K in Q4 2020.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.