OFS
PNFP icon

OneAscent Financial Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

OneAscent Financial Services’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 		$356K Buy
4,137
+420
+11% +$39.1K 0.02% 418
2025
Q4 		$355K Hold
3,717
– – 0.03% 312
2025
Q3 		$349K Hold
3,717
– – 0.04% 286
2025
Q2 		$410K Sell
3,717
-91
-2% -$9.39K 0.03% 351
2025
Q1 		$404K Buy
3,808
+11
+0.3% +$1.26K 0.03% 367
2024
Q4 		$434K Buy
+3,797
New +$428K 0.04% 283

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

OneAscent Financial Services's PNFP Position: Q1 2026 in Review

OneAscent Financial Services increased its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q1 2026, buying an estimated $39.1K and bringing the position to 4,137 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #418.

OneAscent Financial Services first reported a position in PNFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • OneAscent Financial Services held 4,137 shares of Pinnacle Financial Partners Inc worth $356K as of Q1 2026.
  • OneAscent Financial Services bought 420 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $39.1K.
  • Pinnacle Financial Partners Inc made up 0.02% of OneAscent Financial Services's portfolio in Q1 2026, its #418 holding.
  • OneAscent Financial Services first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 6 quarters since.
  • OneAscent Financial Services's Pinnacle Financial Partners Inc position peaked at $434K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.