NIA
PNFP icon

NBZ Investment Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

NBZ Investment Advisors’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 		$51.7K Hold
600
– – 0.02% 65
2025
Q4 		$57.2K Sell
600
-400
-40% -$36.7K 0.02% 57
2025
Q3 		$93.8K Buy
+1,000
New +$99.8K 0.05% 49

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NBZ Investment Advisors's PNFP Position: Q1 2026 in Review

NBZ Investment Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 8.6% in Q1 2026, buying an estimated $47.3K and bringing the position to 6,400 shares worth $551K. The position accounts for 0.24% of the portfolio, ranked #32.

NBZ Investment Advisors first reported a position in PNFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $668K in Q4 2024. 662 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • NBZ Investment Advisors held 6,400 shares of Pinnacle Financial Partners Inc worth $551K as of Q1 2026.
  • NBZ Investment Advisors bought 508 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $47.3K.
  • Pinnacle Financial Partners Inc made up 0.24% of NBZ Investment Advisors's portfolio in Q1 2026, its #32 holding.
  • NBZ Investment Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Pinnacle Financial Partners Inc position peaked at $668K in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.