PWM
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Parkworth Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Parkworth Wealth 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
2025
Q2 		$331 Hold
3
– – ﹤0.01% 761
2025
Q1 		$318 Hold
3
– – ﹤0.01% 562
2024
Q4 		$343 Buy
+3
New +$338 ﹤0.01% 552

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Parkworth Wealth Management's PNFP Position: Q2 2025 in Review

Parkworth Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2025 at 3 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Parkworth Wealth Management first reported a position in PNFP in Q4 2024 and has held it in 3 quarters since. The position peaked at $343 in Q4 2024. 509 funds tracked by Wall St. Rank hold PNFP as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Pinnacle Financial Partners Inc worth $331 as of Q2 2025.
  • Parkworth Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q2 2025.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #761 holding.
  • Parkworth Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Pinnacle Financial Partners Inc position peaked at $343 in Q4 2024.
  • 509 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.