LPL Financial
PNFP icon

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

LPL Financial’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 		$5.14M Sell
50,937
-2,911
-5% -$279K ﹤0.01% 2771
2026
Q1 		$4.64M Buy
53,848
+9,942
+23% +$925K ﹤0.01% 2696
2025
Q4 		$4.19M Buy
43,906
+2,322
+6% +$213K ﹤0.01% 2693
2025
Q3 		$3.9M Buy
41,584
+6,716
+19% +$670K ﹤0.01% 2701
2025
Q2 		$3.85M Buy
34,868
+4,189
+14% +$432K ﹤0.01% 2526
2025
Q1 		$3.25M Buy
30,679
+2,424
+9% +$278K ﹤0.01% 2498
2024
Q4 		$3.23M Buy
28,255
+8,816
+45% +$994K ﹤0.01% 2441
2024
Q3 		$1.9M Sell
19,439
-623
-3% -$57.3K ﹤0.01% 2781
2024
Q2 		$1.61M Buy
20,062
+2,893
+17% +$231K ﹤0.01% 2809
2024
Q1 		$1.47M Buy
17,169
+501
+3% +$42.1K ﹤0.01% 2828
2023
Q4 		$1.45M Buy
16,668
+2,123
+15% +$154K ﹤0.01% 2704
2023
Q3 		$975K Buy
14,545
+3,572
+33% +$241K ﹤0.01% 2918
2023
Q2 		$622K Buy
10,973
+2,238
+26% +$118K ﹤0.01% 3247
2023
Q1 		$482K Buy
8,735
+1,251
+17% +$87.8K ﹤0.01% 3366
2022
Q4 		$549K Sell
7,484
-146
-2% -$11.7K ﹤0.01% 3169
2022
Q3 		$619K Buy
7,630
+493
+7% +$39.4K ﹤0.01% 2949
2022
Q2 		$516K Sell
7,137
-3,765
-35% -$297K ﹤0.01% 3167
2022
Q1 		$1M Buy
10,902
+4,717
+76% +$466K ﹤0.01% 2616
2021
Q4 		$591K Buy
6,185
+2,314
+60% +$226K ﹤0.01% 3131
2021
Q3 		$364K Buy
3,871
+1,031
+36% +$94.8K ﹤0.01% 3488
2021
Q2 		$251K Sell
2,840
-503
-15% -$45K ﹤0.01% 3732
2021
Q1 		$296K Sell
3,343
-1,049
-24% -$83K ﹤0.01% 3475
2020
Q4 		$283K Buy
+4,392
New +$226K ﹤0.01% 3248

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

LPL Financial's PNFP Position: Q2 2026 in Review

LPL Financial reduced its Pinnacle Financial Partners Inc (PNFP) stake by 5.4% in Q2 2026, selling an estimated $279K and leaving 50,937 shares worth $5.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

LPL Financial first reported a position in PNFP in Q4 2020 and has held it in 23 quarters since. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • LPL Financial held 50,937 shares of Pinnacle Financial Partners Inc worth $5.14M as of Q2 2026.
  • LPL Financial sold 2,911 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $279K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2771 holding.
  • LPL Financial first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 23 quarters since.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.