Philadelphia Financial Management of San Francisco’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Philadelphia Financial Management of San Francisco’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	–	Sell	-115,664	Closed	-$9.96M	–	69
2026 Q1	$9.96M	Sell	115,664 -90,507	-44%	-$8.42M	2.88%	9
2025 Q4	$19.7M	Buy	+206,171	New	+$18.9M	2.11%	12
2023 Q3	–	Sell	-105,837	Closed	-$6M	–	47
2023 Q2	$6M	Sell	105,837 -40,157	-28%	-$2.11M	1.64%	27
2023 Q1	$8.05M	Buy	+145,994	New	+$10.2M	2.99%	18
2021 Q1	–	Sell	-144,498	Closed	-$9.31M	–	73
2020 Q4	$9.31M	Sell	144,498 -129,793	-47%	-$6.69M	2.41%	13
2020 Q3	$9.76M	Buy	+274,291	New	+$10.9M	3.61%	7
2019 Q3	–	Sell	-231,372	Closed	-$13.3M	–	55
2019 Q2	$13.3M	Buy	231,372 +22,373	+11%	+$1.26M	2.34%	15
2019 Q1	$11.4M	Buy	+208,999	New	+$11.5M	1.92%	25

Other funds holding PNFP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Philadelphia Financial Management of San Francisco's PNFP Position: Q2 2026 in Review

Philadelphia Financial Management of San Francisco sold out of Pinnacle Financial Partners Inc (PNFP) in Q2 2026, closing a stake of 115,664 shares — an estimated $9.96M sold.

Philadelphia Financial Management of San Francisco first reported a position in PNFP in Q1 2019 and held it in 8 quarters. The position peaked at $19.7M in Q4 2025. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Philadelphia Financial Management of San Francisco reported no remaining Pinnacle Financial Partners Inc position as of Q2 2026 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 115,664 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $9.96M.
Philadelphia Financial Management of San Francisco first reported a position in Pinnacle Financial Partners Inc in Q1 2019 and held it in 8 quarters.
Philadelphia Financial Management of San Francisco's Pinnacle Financial Partners Inc position peaked at $19.7M in Q4 2025.
712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q2 2026, filed 14 Aug 2026.