Key Financial Inc
PNFP icon

Key Financial Inc’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Key Financial Inc’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 		$97.4K Hold
1,040
– – 0.02% 428
2026
Q2 		$105K Hold
1,040
– – 0.02% 415
2026
Q1 		$89.6K Buy
+1,040
New +$96.8K 0.02% 418

Other funds holding PNFP

Fidelity Investments
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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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Key Financial Inc's PNFP Position: Q3 2026 in Review

Key Financial Inc held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 1,040 shares worth $97.4K. The position accounts for 0.02% of the portfolio, ranked #428.

Key Financial Inc first reported a position in PNFP in Q1 2026 and has held it in 3 quarters since. The position peaked at $105K in Q2 2026. 427 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Key Financial Inc held 1,040 shares of Pinnacle Financial Partners Inc worth $97.4K as of Q3 2026.
  • Key Financial Inc left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
  • Pinnacle Financial Partners Inc made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #428 holding.
  • Key Financial Inc first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 3 quarters since.
  • Key Financial Inc's Pinnacle Financial Partners Inc position peaked at $105K in Q2 2026.
  • 427 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.