Perigon Wealth Management
PNFP icon

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
Q3 		– Sell
-2,119
Closed -$214K – 1539
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

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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Perigon Wealth Management's PNFP Position: Q3 2026 in Review

Perigon Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q3 2026, closing a stake of 2,119 shares — an estimated $214K sold.

Perigon Wealth Management first reported a position in PNFP in Q3 2025 and held it in 4 quarters. The position peaked at $354K in Q4 2025. 155 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Perigon Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,119 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $214K.
  • Perigon Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and held it in 4 quarters.
  • Perigon Wealth Management's Pinnacle Financial Partners Inc position peaked at $354K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.