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LRI Investments’s Pinnacle Financial Partners Inc PNFP Stock Holding History

LRI Investments’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 		$20K Buy
198
+6
+3% +$576 ﹤0.01% 768
2026
Q1 		$16.5K Buy
192
+74
+63% +$6.88K ﹤0.01% 742
2025
Q4 		$11.3K Hold
118
– – ﹤0.01% 835
2025
Q3 		$11.1K Hold
118
– – ﹤0.01% 851
2025
Q2 		$13K Hold
118
– – ﹤0.01% 790
2025
Q1 		$12.5K Hold
118
– – ﹤0.01% 749
2024
Q4 		$13.5K Hold
118
– – ﹤0.01% 730
2024
Q3 		$14.6K Hold
118
– – ﹤0.01% 708
2024
Q2 		$9.45K Hold
118
– – ﹤0.01% 764
2024
Q1 		$10.1K Buy
+118
New +$9.92K ﹤0.01% 504

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

LRI Investments's PNFP Position: Q2 2026 in Review

LRI Investments increased its Pinnacle Financial Partners Inc (PNFP) stake by 3.1% in Q2 2026, buying an estimated $576 and bringing the position to 198 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

LRI Investments first reported a position in PNFP in Q1 2024 and has held it in 10 quarters since. 721 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • LRI Investments held 198 shares of Pinnacle Financial Partners Inc worth $20K as of Q2 2026.
  • LRI Investments bought 6 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $576.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #768 holding.
  • LRI Investments first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and has held it in 10 quarters since.
  • 721 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.