Physician Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Physician Wealth Advisors’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	$1.66K	Buy	+19	New	+$1.77K	﹤0.01%	1431
2025 Q3	–	Sell	-24	Closed	-$2.65K	–	2013
2025 Q2	$2.65K	Buy	+24	New	+$2.48K	﹤0.01%	956
2024 Q2	–	Sell	-2,826	Closed	-$223K	–	186
2024 Q1	$223K	Hold	2,826	–	–	0.05%	153
2023 Q4	$248K	Buy	+2,826	New	+$205K	0.06%	137
2023 Q1	–	Sell	-2,826	Closed	-$210K	–	154
2022 Q4	$210K	Sell	2,826 -940	-25%	-$75.5K	0.06%	144
2022 Q3	$327K	Hold	3,766	–	–	0.1%	100
2022 Q2	$300K	Hold	3,766	–	–	0.09%	113
2022 Q1	$307K	Buy	3,766 +940	+33%	+$92.9K	0.08%	118
2021 Q4	$302K	Hold	2,826	–	–	0.08%	124
2021 Q3	$282K	Hold	2,826	–	–	0.08%	124
2021 Q2	$246K	Hold	2,826	–	–	0.07%	130
2021 Q1	$254K	Hold	2,826	–	–	0.08%	126
2020 Q4	$222K	Buy	+2,826	New	+$146K	0.08%	129

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

Physician Wealth Advisors's PNFP Position: Q1 2026 in Review

Physician Wealth Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 19 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1431 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in PNFP as recently as Q2 2025.

Physician Wealth Advisors first reported a position in PNFP in Q4 2020 and has held it in 13 quarters since. The position peaked at $327K in Q3 2022. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Physician Wealth Advisors held 19 shares of Pinnacle Financial Partners Inc worth $1.66K as of Q1 2026.
Pinnacle Financial Partners Inc was a new Physician Wealth Advisors position in Q1 2026.
Pinnacle Financial Partners Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1431 holding.
Physician Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 13 quarters since.
Physician Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $327K in Q3 2022.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.