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Patten & Patten’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Patten & Patten’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 		$2.72M Sell
31,623
-70
-0.2% -$6.51K 0.16% 108
2025
Q4 		$3.02M Buy
31,693
+1,147
+4% +$105K 0.18% 99
2025
Q3 		$2.86M Hold
30,546
– – 0.17% 101
2025
Q2 		$3.37M Sell
30,546
-872
-3% -$90K 0.22% 90
2025
Q1 		$3.33M Hold
31,418
– – 0.22% 83
2024
Q4 		$3.59M Hold
31,418
– – 0.24% 82
2024
Q3 		$3.08M Sell
31,418
-100
-0.3% -$9.2K 0.2% 87
2024
Q2 		$2.52M Sell
31,518
-500
-2% -$39.9K 0.18% 100
2024
Q1 		$2.75M Buy
32,018
+3,988
+14% +$335K 0.2% 92
2023
Q4 		$2.44M Sell
28,030
-1,051
-4% -$76.2K 0.2% 91
2023
Q3 		$1.95M Hold
29,081
– – 0.17% 97
2023
Q2 		$1.65M Sell
29,081
-810
-3% -$42.7K 0.14% 114
2023
Q1 		$1.65M Sell
29,891
-225
-0.7% -$15.8K 0.15% 109
2022
Q4 		$2.21M Buy
30,116
+350
+1% +$28.1K 0.2% 90
2022
Q3 		$2.41M Buy
29,766
+601
+2% +$48K 0.23% 81
2022
Q2 		$2.11M Sell
29,165
-70
-0.2% -$5.52K 0.19% 89
2022
Q1 		$2.69M Buy
29,235
+824
+3% +$81.4K 0.2% 87
2021
Q4 		$2.71M Sell
28,411
-3,800
-12% -$372K 0.19% 90
2021
Q3 		$3.03M Sell
32,211
-155
-0.5% -$14.3K 0.23% 85
2021
Q2 		$2.86M Sell
32,366
-1,875
-5% -$168K 0.22% 85
2021
Q1 		$3.04M Sell
34,241
-750
-2% -$59.3K 0.25% 81
2020
Q4 		$2.25M Sell
34,991
-1,375
-4% -$70.9K 0.2% 85
2020
Q3 		$1.29M Buy
36,366
+2,600
+8% +$103K 0.13% 109
2020
Q2 		$1.42M Sell
33,766
-200
-0.6% -$7.93K 0.16% 101
2020
Q1 		$1.27M Sell
33,966
-558
-2% -$30.2K 0.17% 92
2019
Q4 		$2.21M Sell
34,524
-180
-0.5% -$10.9K 0.22% 89
2019
Q3 		$1.97M Sell
34,704
-653
-2% -$36.5K 0.22% 91
2019
Q2 		$2.03M Sell
35,357
-1,210
-3% -$68.1K 0.22% 91
2019
Q1 		$2M Sell
36,567
-699
-2% -$38.6K 0.22% 88
2018
Q4 		$1.72M Buy
37,266
+427
+1% +$22.6K 0.21% 89
2018
Q3 		$2.22M Sell
36,839
-674
-2% -$42.7K 0.22% 96
2018
Q2 		$2.3M Buy
37,513
+1
+0% +$65 0.24% 93
2018
Q1 		$2.41M Sell
37,512
-1,882
-5% -$123K 0.25% 90
2017
Q4 		$2.61M Sell
39,394
-3,280
-8% -$218K 0.26% 89
2017
Q3 		$2.86M Hold
42,674
– – 0.3% 82
2017
Q2 		$2.68M Buy
42,674
+1,400
+3% +$88.7K 0.3% 80
2017
Q1 		$2.74M Sell
41,274
-4,897
-11% -$330K 0.32% 79
2016
Q4 		$3.2M Sell
46,171
-2,756
-6% -$166K 0.39% 68
2016
Q3 		$2.65M Buy
48,927
+2,125
+5% +$115K 0.34% 72
2016
Q2 		$2.29M Buy
46,802
+5,800
+14% +$284K 0.32% 77
2016
Q1 		$2.01M Sell
41,002
-1,554
-4% -$74.1K 0.29% 83
2015
Q4 		$2.19M Buy
42,556
+6,920
+19% +$367K 0.3% 80
2015
Q3 		$1.76M Buy
+35,636
New +$1.8M 0.27% 83

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

Patten & Patten's PNFP Position: Q1 2026 in Review

Patten & Patten reduced its Pinnacle Financial Partners Inc (PNFP) stake by 0.22% in Q1 2026, selling an estimated $6.51K and leaving 31,623 shares worth $2.72M. The position accounts for 0.16% of the portfolio, ranked #108.

Patten & Patten first reported a position in PNFP in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.59M in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Patten & Patten held 31,623 shares of Pinnacle Financial Partners Inc worth $2.72M as of Q1 2026.
  • Patten & Patten sold 70 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $6.51K.
  • Pinnacle Financial Partners Inc made up 0.16% of Patten & Patten's portfolio in Q1 2026, its #108 holding.
  • Patten & Patten first reported a position in Pinnacle Financial Partners Inc in Q3 2015 and has held it in 43 quarters since.
  • Patten & Patten's Pinnacle Financial Partners Inc position peaked at $3.59M in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.