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NewEdge Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

NewEdge 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 		$4.12M Buy
47,848
+28,334
+145% +$2.64M 0.01% 773
2025
Q4 		$1.86M Buy
19,514
+15,505
+387% +$1.42M 0.01% 1112
2025
Q3 		$376K Buy
4,009
+2,578
+180% +$257K ﹤0.01% 2020
2025
Q2 		$158K Buy
1,431
+1
+0.1% +$103 ﹤0.01% 2284
2025
Q1 		$152K Sell
1,430
-6
-0.4% -$687 ﹤0.01% 2180
2024
Q4 		$164K Hold
1,436
– – ﹤0.01% 2142
2024
Q3 		$141K Sell
1,436
-886
-38% -$81.5K ﹤0.01% 2089
2024
Q2 		$186K Sell
2,322
-29
-1% -$2.31K ﹤0.01% 1938
2024
Q1 		$202K Buy
2,351
+672
+40% +$56.5K ﹤0.01% 1837
2023
Q4 		$146K Buy
1,679
+379
+29% +$27.5K ﹤0.01% 1817
2023
Q3 		$87.2K Sell
1,300
-926
-42% -$62.5K ﹤0.01% 1887
2023
Q2 		$126K Hold
2,226
– – ﹤0.01% 1780
2023
Q1 		$123K Buy
2,226
+2,008
+921% +$141K ﹤0.01% 1686
2022
Q4 		$16K Buy
+218
New +$17.5K ﹤0.01% 2204
2021
Q2 		– Sell
-3,000
Closed -$266K – 1183
2021
Q1 		$266K Buy
+3,000
New +$237K 0.01% 854
2020
Q4 		– Sell
-12,000
Closed -$427K – 1061
2020
Q3 		$427K Buy
+12,000
New +$478K 0.01% 620

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

NewEdge Advisors's PNFP Position: Q1 2026 in Review

NewEdge Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 145% in Q1 2026, buying an estimated $2.64M and bringing the position to 47,848 shares worth $4.12M. The position accounts for 0.01% of the portfolio, ranked #773.

NewEdge Advisors first reported a position in PNFP in Q3 2020 and has held it in 16 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • NewEdge Advisors held 47,848 shares of Pinnacle Financial Partners Inc worth $4.12M as of Q1 2026.
  • NewEdge Advisors bought 28,334 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $2.64M.
  • Pinnacle Financial Partners Inc made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #773 holding.
  • NewEdge Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2020 and has held it in 16 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.