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Instrumental Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Instrumental Wealth’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 		$581K Buy
5,764
+1,413
+32% +$136K 0.29% 36
2026
Q1 		$375K Buy
4,351
+16
+0.4% +$1.49K 0.23% 38
2025
Q4 		$417K Buy
+4,335
New +$398K 0.25% 37

Other funds holding PNFP

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Instrumental Wealth's PNFP Position: Q2 2026 in Review

Instrumental Wealth increased its Pinnacle Financial Partners Inc (PNFP) stake by 32% in Q2 2026, buying an estimated $136K and bringing the position to 5,764 shares worth $581K. The position accounts for 0.29% of the portfolio, ranked #36.

Instrumental Wealth first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Instrumental Wealth held 5,764 shares of Pinnacle Financial Partners Inc worth $581K as of Q2 2026.
  • Instrumental Wealth bought 1,413 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $136K.
  • Pinnacle Financial Partners Inc made up 0.29% of Instrumental Wealth's portfolio in Q2 2026, its #36 holding.
  • Instrumental Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.