Montag & Associates’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Montag & Associates’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	$305K	Buy	+3,536	New	+$329K	0.01%	367
2025 Q4	–	Sell	-25	Closed	-$2.35K	–	1113
2025 Q3	$2.35K	Buy	+25	New	+$2.5K	﹤0.01%	900
2021 Q4	–	Sell	-755	Closed	-$71K	–	897
2021 Q3	$71K	Hold	755	–	–	﹤0.01%	517
2021 Q2	$67K	Hold	755	–	–	﹤0.01%	516
2021 Q1	$67K	Hold	755	–	–	﹤0.01%	521
2020 Q4	$49K	Buy	+755	New	+$38.9K	﹤0.01%	543

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Montag & Associates's PNFP Position: Q1 2026 in Review

Montag & Associates opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 3,536 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Montag & Associates previously reported a position in PNFP as recently as Q3 2025.

Montag & Associates first reported a position in PNFP in Q4 2020 and has held it in 6 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Montag & Associates held 3,536 shares of Pinnacle Financial Partners Inc worth $305K as of Q1 2026.
Pinnacle Financial Partners Inc was a new Montag & Associates position in Q1 2026.
Pinnacle Financial Partners Inc made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #367 holding.
Montag & Associates first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 6 quarters since.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.