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Optimize Financial’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Optimize Financial’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 		– Sell
-4,701
Closed -$449K – 422
2025
Q4 		$449K Buy
4,701
+64
+1% +$5.88K 0.23% 177
2025
Q3 		$435K Buy
+4,637
New +$463K 0.23% 173

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

Optimize Financial's PNFP Position: Q1 2026 in Review

Optimize Financial sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 4,701 shares — an estimated $449K sold.

Optimize Financial first reported a position in PNFP in Q3 2025 and held it in 2 quarters. The position peaked at $449K in Q4 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Optimize Financial reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,701 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $449K.
  • Optimize Financial first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Pinnacle Financial Partners Inc position peaked at $449K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.