M Holdings Securities’s Pinnacle Financial Partners Inc PNFP Stock Holding History

M Holdings Securities’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	$3.91M	Sell	40,533 -13,623	-25%	-$1.31M	0.53%	34
2026 Q1	$4.67M	Sell	54,156 -97	-0.2%	-$9.03K	0.32%	58
2025 Q4	$5.18M	Buy	54,253 +92	+0.2%	+$8.45K	0.37%	52
2025 Q3	$5.08M	Buy	54,161 +905	+2%	+$90.3K	1.07%	18
2025 Q2	$5.83M	Buy	+53,256	New	+$5.5M	1%	26
2020 Q2	–	Sell	-81,572	Closed	-$3.06M	–	213
2020 Q1	$3.06M	Buy	+81,572	New	+$4.42M	0.45%	63

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

M Holdings Securities's PNFP Position: Q2 2026 in Review

M Holdings Securities reduced its Pinnacle Financial Partners Inc (PNFP) stake by 25% in Q2 2026, selling an estimated $1.31M and leaving 40,533 shares worth $3.91M. The position accounts for 0.53% of the portfolio, ranked #34.

M Holdings Securities first reported a position in PNFP in Q1 2020 and has held it in 6 quarters since. The position peaked at $5.83M in Q2 2025. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

M Holdings Securities held 40,533 shares of Pinnacle Financial Partners Inc worth $3.91M as of Q2 2026.
M Holdings Securities sold 13,623 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $1.31M.
Pinnacle Financial Partners Inc made up 0.53% of M Holdings Securities's portfolio in Q2 2026, its #34 holding.
M Holdings Securities first reported a position in Pinnacle Financial Partners Inc in Q1 2020 and has held it in 6 quarters since.
M Holdings Securities's Pinnacle Financial Partners Inc position peaked at $5.83M in Q2 2025.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.