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Legacy Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Legacy Financial 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
Q1 		$559K Buy
6,494
+2,211
+52% +$206K 0.08% 215
2025
Q4 		$409K Buy
4,283
+537
+14% +$49.3K 0.06% 257
2025
Q3 		$351K Buy
3,746
+1,401
+60% +$140K 0.05% 288
2025
Q2 		$259K Sell
2,345
-8
-0.3% -$826 0.04% 293
2025
Q1 		$250K Sell
2,353
-61
-3% -$6.99K 0.04% 306
2024
Q4 		$276K Buy
2,414
+122
+5% +$13.8K 0.05% 284
2024
Q3 		$225K Buy
+2,292
New +$211K 0.04% 320
2024
Q1 		– Sell
-2,295
Closed -$200K – 333
2023
Q4 		$200K Buy
+2,295
New +$166K 0.04% 286
2022
Q2 		– Sell
-2,285
Closed -$210K – 251
2022
Q1 		$210K Hold
2,285
– – 0.05% 227
2021
Q4 		$218K Buy
2,285
+6
+0.3% +$587 0.05% 192
2021
Q3 		$214K Buy
+2,279
New +$210K 0.05% 173
2021
Q2 		– Sell
-2,273
Closed -$202K – 180
2021
Q1 		$202K Buy
+2,273
New +$180K 0.06% 155
2019
Q2 		– Sell
-149
Closed -$8K – 693
2019
Q1 		$8K Buy
149
+32
+27% +$1.77K ﹤0.01% 673
2018
Q4 		$5K Buy
117
+5
+4% +$265 ﹤0.01% 742
2018
Q3 		$6K Buy
112
+63
+129% +$3.99K ﹤0.01% 659
2018
Q2 		$3K Buy
49
+39
+390% +$2.53K ﹤0.01% 790
2018
Q1 		$0 Hold
10
– – ﹤0.01% 884
2017
Q4 		$0 Buy
+10
New +$665 ﹤0.01% 849

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

Legacy Financial Advisors's PNFP Position: Q1 2026 in Review

Legacy Financial Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 52% in Q1 2026, buying an estimated $206K and bringing the position to 6,494 shares worth $559K. The position accounts for 0.08% of the portfolio, ranked #215.

Legacy Financial Advisors first reported a position in PNFP in Q4 2017 and has held it in 18 quarters since. 662 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Legacy Financial Advisors held 6,494 shares of Pinnacle Financial Partners Inc worth $559K as of Q1 2026.
  • Legacy Financial Advisors bought 2,211 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $206K.
  • Pinnacle Financial Partners Inc made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #215 holding.
  • Legacy Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 18 quarters since.
  • 662 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.