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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
Q2 		$754K Sell
7,473
-4,099
-35% -$393K ﹤0.01% 1399
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 $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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's PNFP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Pinnacle Financial Partners Inc (PNFP) stake by 35% in Q2 2026, selling an estimated $393K and leaving 7,473 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Integrated Wealth Concepts first reported a position in PNFP in Q3 2025 and has held it in 3 quarters since. The position peaked at $997K in Q1 2026. 721 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Integrated Wealth Concepts held 7,473 shares of Pinnacle Financial Partners Inc worth $754K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,099 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $393K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1399 holding.
  • Integrated Wealth Concepts first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Pinnacle Financial Partners Inc position peaked at $997K in Q1 2026.
  • 721 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.