Optas LLC
PNFP icon

Optas LLC’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Optas LLC’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 		$221K Buy
+2,193
New +$210K 0.03% 421
2025
Q3 		– Sell
-2,054
Closed -$227K – 413
2025
Q2 		$227K Buy
+2,054
New +$212K 0.04% 295

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 $3.38T AUM 44.17% 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

Optas LLC's PNFP Position: Q2 2026 in Review

Optas LLC opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,193 shares worth $221K. The stake represents 0.03% of the portfolio and ranks #421 among its holdings. This is a return to the name: Optas LLC previously reported a position in PNFP as recently as Q2 2025.

Optas LLC first reported a position in PNFP in Q2 2025 and has held it in 2 quarters since. The position peaked at $227K in Q2 2025. 723 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Optas LLC held 2,193 shares of Pinnacle Financial Partners Inc worth $221K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new Optas LLC position in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.03% of Optas LLC's portfolio in Q2 2026, its #421 holding.
  • Optas LLC first reported a position in Pinnacle Financial Partners Inc in Q2 2025 and has held it in 2 quarters since.
  • Optas LLC's Pinnacle Financial Partners Inc position peaked at $227K in Q2 2025.
  • 723 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.