Journey Strategic Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Journey Strategic 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 Q1	$339K	Buy	+3,936	New	+$366K	0.01%	486
2025 Q4	–	Sell	-2,624	Closed	-$246K	–	810
2025 Q3	$246K	Buy	2,624 +676	+35%	+$67.5K	0.01%	561
2025 Q2	$215K	Buy	1,948 +17	+0.9%	+$1.75K	0.01%	592
2025 Q1	$205K	Buy	1,931 +12	+0.6%	+$1.37K	0.01%	467
2024 Q4	$220K	Buy	+1,919	New	+$216K	0.01%	437
2022 Q1	–	Sell	-2,116	Closed	-$202K	–	223
2021 Q4	$202K	Buy	+2,116	New	+$207K	0.02%	191

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Strategic Wealth's PNFP Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 3,936 shares worth $339K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in PNFP as recently as Q3 2025.

Journey Strategic Wealth first reported a position in PNFP in Q4 2021 and has held it in 6 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Journey Strategic Wealth held 3,936 shares of Pinnacle Financial Partners Inc worth $339K as of Q1 2026.
Pinnacle Financial Partners Inc was a new Journey Strategic Wealth position in Q1 2026.
Pinnacle Financial Partners Inc made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #486 holding.
Journey Strategic Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 6 quarters since.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.