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 Q2	$357K	Hold	3,536	–	–	0.02%	353
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 $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 $3.38T AUM 44.17% 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

Montag & Associates's PNFP Position: Q2 2026 in Review

Montag & Associates held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 3,536 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #353.

Montag & Associates first reported a position in PNFP in Q4 2020 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Montag & Associates held 3,536 shares of Pinnacle Financial Partners Inc worth $357K as of Q2 2026.
Montag & Associates left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
Pinnacle Financial Partners Inc made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #353 holding.
Montag & Associates first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 7 quarters since.
722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.