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

Perigon 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
2026
Q1 		$296K Sell
3,440
-271
-7% -$25.2K 0.01% 1023
2025
Q4 		$354K Buy
3,711
+515
+16% +$47.3K 0.01% 951
2025
Q3 		$300K Buy
+3,196
New +$319K 0.01% 963

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

Perigon Wealth Management's PNFP Position: Q1 2026 in Review

Perigon Wealth Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 7.3% in Q1 2026, selling an estimated $25.2K and leaving 3,440 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1023.

Perigon Wealth Management first reported a position in PNFP in Q3 2025 and has held it in 3 quarters since. The position peaked at $354K in Q4 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Perigon Wealth Management held 3,440 shares of Pinnacle Financial Partners Inc worth $296K as of Q1 2026.
  • Perigon Wealth Management sold 271 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $25.2K.
  • Pinnacle Financial Partners Inc made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1023 holding.
  • Perigon Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Pinnacle Financial Partners Inc position peaked at $354K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.