Petiole USA’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Petiole USA’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	$3.48M	Buy	40,405 +6,591	+19%	+$613K	2.43%	18
2025 Q4	$3.23M	Hold	33,814	–	–	2.09%	20
2025 Q3	$3.17M	Sell	33,814 -2,990	-8%	-$299K	2.19%	20
2025 Q2	$4.06M	Hold	36,804	–	–	2.87%	13
2025 Q1	$3.9M	Hold	36,804	–	–	2.76%	13
2024 Q4	$4.21M	Hold	36,804	–	–	2.65%	14
2024 Q3	$3.61M	Hold	36,804	–	–	2.36%	16
2024 Q2	$2.95M	Sell	36,804 -9,200	-20%	-$734K	2.47%	19
2024 Q1	$3.95M	Hold	46,004	–	–	3.09%	12
2023 Q4	$4.01M	Hold	46,004	–	–	2.97%	14
2023 Q3	$3.08M	Hold	46,004	–	–	2.82%	13
2023 Q2	$2.61M	Hold	46,004	–	–	2.55%	18
2023 Q1	$2.54M	Sell	46,004 -7,965	-15%	-$559K	2.12%	21
2022 Q4	$3.96M	Buy	53,969 +1,850	+4%	+$149K	2.9%	15
2022 Q3	$4.23M	Buy	52,119 +12,200	+31%	+$975K	3.15%	14
2022 Q2	$2.89M	Hold	39,919	–	–	2.52%	19
2022 Q1	$3.68M	Hold	39,919	–	–	2.85%	15
2021 Q4	$3.81M	Buy	+39,919	New	+$3.9M	2.74%	17

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petiole USA's PNFP Position: Q1 2026 in Review

Petiole USA increased its Pinnacle Financial Partners Inc (PNFP) stake by 19% in Q1 2026, buying an estimated $613K and bringing the position to 40,405 shares worth $3.48M. The position accounts for 2.43% of the portfolio, ranked #18.

Petiole USA first reported a position in PNFP in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.23M in Q3 2022. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Petiole USA held 40,405 shares of Pinnacle Financial Partners Inc worth $3.48M as of Q1 2026.
Petiole USA bought 6,591 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $613K.
Pinnacle Financial Partners Inc made up 2.43% of Petiole USA's portfolio in Q1 2026, its #18 holding.
Petiole USA first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 18 quarters since.
Petiole USA's Pinnacle Financial Partners Inc position peaked at $4.23M in Q3 2022.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Petiole USA's 13F filing for Q1 2026, filed 14 May 2026.