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Integrated Wealth Concepts’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Integrated Wealth Concepts’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 		$997K Buy
+11,572
New +$1.08M 0.01% 1118
2025
Q4 		– Sell
-4,658
Closed -$437K – 1944
2025
Q3 		$437K Buy
+4,658
New +$465K ﹤0.01% 1427

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

Integrated Wealth Concepts's PNFP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 11,572 shares worth $997K. The stake represents 0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PNFP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in PNFP in Q3 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Integrated Wealth Concepts held 11,572 shares of Pinnacle Financial Partners Inc worth $997K as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Integrated Wealth Concepts position in Q1 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1118 holding.
  • Integrated Wealth Concepts first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.