OSAM
PNFP icon

O'Shaughnessy Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

O'Shaughnessy Asset Management’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 		$1.36M Sell
13,480
-7,571
-36% -$727K 0.01% 1097
2026
Q1 		$1.81M Buy
21,051
+4,252
+25% +$396K 0.01% 924
2025
Q4 		$1.6M Sell
16,799
-600
-3% -$55.1K 0.01% 938
2025
Q3 		$1.63M Buy
17,399
+1,222
+8% +$122K 0.01% 910
2025
Q2 		$1.79M Buy
16,177
+581
+4% +$60K 0.01% 818
2025
Q1 		$1.65M Buy
15,596
+9,810
+170% +$1.12M 0.01% 764
2024
Q4 		$662K Buy
5,786
+688
+13% +$77.6K 0.01% 1155
2024
Q3 		$506K Buy
5,098
+2,057
+68% +$189K ﹤0.01% 1228
2024
Q2 		$243K Buy
+3,041
New +$243K ﹤0.01% 1463
2021
Q4 		– Sell
-101
Closed -$10K – 2159
2021
Q3 		$10K Buy
101
+84
+494% +$7.73K ﹤0.01% 2166
2021
Q2 		$2K Buy
17
+2
+13% +$179 ﹤0.01% 2322
2021
Q1 		$1K Buy
+15
New +$1.19K ﹤0.01% 2249
2016
Q3 		– Sell
-5,970
Closed -$292K – 947
2016
Q2 		$292K Sell
5,970
-15,692
-72% -$768K 0.01% 421
2016
Q1 		$1.05M Sell
21,662
-1,517
-7% -$72.4K 0.03% 266
2015
Q4 		$1.19M Sell
23,179
-6,052
-21% -$321K 0.03% 272
2015
Q3 		$1.44M Buy
29,231
+12,179
+71% +$616K 0.03% 274
2015
Q2 		$927K Buy
17,052
+5,776
+51% +$286K 0.02% 307
2015
Q1 		$501K Sell
11,276
-11,912
-51% -$479K 0.01% 382
2014
Q4 		$911K Buy
23,188
+14
+0.1% +$526 0.02% 329
2014
Q3 		$834K Hold
23,174
– – 0.02% 350
2014
Q2 		$914K Hold
23,174
– – 0.02% 339
2014
Q1 		$867K Buy
23,174
+13,402
+137% +$463K 0.02% 344
2013
Q4 		$317K Buy
+9,772
New +$308K 0.01% 482

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

O'Shaughnessy Asset Management's PNFP Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 36% in Q2 2026, selling an estimated $727K and leaving 13,480 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1097.

O'Shaughnessy Asset Management first reported a position in PNFP in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.81M in Q1 2026. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • O'Shaughnessy Asset Management held 13,480 shares of Pinnacle Financial Partners Inc worth $1.36M as of Q2 2026.
  • O'Shaughnessy Asset Management sold 7,571 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $727K.
  • Pinnacle Financial Partners Inc made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1097 holding.
  • O'Shaughnessy Asset Management first reported a position in Pinnacle Financial Partners Inc in Q4 2013 and has held it in 23 quarters since.
  • O'Shaughnessy Asset Management's Pinnacle Financial Partners Inc position peaked at $1.81M in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.