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
Q2 		$214K Sell
2,119
-1,321
-38% -$127K ﹤0.01% 1332
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 $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 $3.37T AUM 44.26% 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

Perigon Wealth Management's PNFP Position: Q2 2026 in Review

Perigon Wealth Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 38% in Q2 2026, selling an estimated $127K and leaving 2,119 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Perigon Wealth Management first reported a position in PNFP in Q3 2025 and has held it in 4 quarters since. The position peaked at $354K in Q4 2025. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Perigon Wealth Management held 2,119 shares of Pinnacle Financial Partners Inc worth $214K as of Q2 2026.
  • Perigon Wealth Management sold 1,321 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $127K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1332 holding.
  • Perigon Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Pinnacle Financial Partners Inc position peaked at $354K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.