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Institute for Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Institute for Wealth 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
Q2 		$11.7K Buy
+116
New +$11.1K ﹤0.01% 1283
2022
Q3 		– Sell
-4,900
Closed -$354K – 509
2022
Q2 		$354K Buy
+4,900
New +$387K 0.07% 352

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

Institute for Wealth Management's PNFP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 116 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1283 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PNFP as recently as Q2 2022.

Institute for Wealth Management first reported a position in PNFP in Q2 2022 and has held it in 2 quarters since. The position peaked at $354K in Q2 2022. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Institute for Wealth Management held 116 shares of Pinnacle Financial Partners Inc worth $11.7K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new Institute for Wealth Management position in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1283 holding.
  • Institute for Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2022 and has held it in 2 quarters since.
  • Institute for Wealth Management's Pinnacle Financial Partners Inc position peaked at $354K in Q2 2022.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.