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New Age Alpha Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

New Age Alpha 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
Q2 		$1.23M Buy
+12,199
New +$1.17M 0.05% 411
2025
Q4 		– Sell
-10,934
Closed -$1.03M – 883
2025
Q3 		$1.03M Sell
10,934
-323
-3% -$32.2K 0.04% 420
2025
Q2 		$1.24M Buy
+11,257
New +$1.16M 0.05% 394

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

New Age Alpha Advisors's PNFP Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 12,199 shares worth $1.23M. The stake represents 0.05% of the portfolio and ranks #411 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in PNFP as recently as Q3 2025.

New Age Alpha Advisors first reported a position in PNFP in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q2 2025. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • New Age Alpha Advisors held 12,199 shares of Pinnacle Financial Partners Inc worth $1.23M as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new New Age Alpha Advisors position in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #411 holding.
  • New Age Alpha Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2025 and has held it in 3 quarters since.
  • New Age Alpha Advisors's Pinnacle Financial Partners Inc position peaked at $1.24M in Q2 2025.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.