Instrumental Wealth
PNFP icon

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
Q3 		$237K Sell
2,532
-3,232
-56% -$326K 0.12% 77
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Instrumental Wealth's PNFP Position: Q3 2026 in Review

Instrumental Wealth reduced its Pinnacle Financial Partners Inc (PNFP) stake by 56% in Q3 2026, selling an estimated $326K and leaving 2,532 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #77.

Instrumental Wealth first reported a position in PNFP in Q4 2025 and has held it in 4 quarters since. The position peaked at $581K in Q2 2026. 493 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Instrumental Wealth held 2,532 shares of Pinnacle Financial Partners Inc worth $237K as of Q3 2026.
  • Instrumental Wealth sold 3,232 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $326K.
  • Pinnacle Financial Partners Inc made up 0.12% of Instrumental Wealth's portfolio in Q3 2026, its #77 holding.
  • Instrumental Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 4 quarters since.
  • Instrumental Wealth's Pinnacle Financial Partners Inc position peaked at $581K in Q2 2026.
  • 493 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.