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Kingswood Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Kingswood Wealth Advisors’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 		$263K Sell
2,605
-9
-0.3% -$864 0.01% 834
2026
Q1 		$225K Buy
2,614
+427
+20% +$39.7K 0.01% 834
2025
Q4 		$209K Buy
+2,187
New +$201K 0.01% 813

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

Kingswood Wealth Advisors's PNFP Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 0.34% in Q2 2026, selling an estimated $864 and leaving 2,605 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #834.

Kingswood Wealth Advisors first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. 716 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Kingswood Wealth Advisors held 2,605 shares of Pinnacle Financial Partners Inc worth $263K as of Q2 2026.
  • Kingswood Wealth Advisors sold 9 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $864.
  • Pinnacle Financial Partners Inc made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #834 holding.
  • Kingswood Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • 716 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.