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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
Q2 		$580K Sell
5,749
-745
-11% -$71.5K 0.07% 222
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 $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

Legacy Financial Advisors's PNFP Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q2 2026, selling an estimated $71.5K and leaving 5,749 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #222.

Legacy Financial Advisors first reported a position in PNFP in Q4 2017 and has held it in 19 quarters since. 721 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Legacy Financial Advisors held 5,749 shares of Pinnacle Financial Partners Inc worth $580K as of Q2 2026.
  • Legacy Financial Advisors sold 745 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $71.5K.
  • Pinnacle Financial Partners Inc made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • Legacy Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 19 quarters since.
  • 721 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.