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 Q2	$2.95K	Buy	29 +10	+53%	+$960	﹤0.01%	1336
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 $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

Physician Wealth Advisors's PNFP Position: Q2 2026 in Review

Physician Wealth Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 53% in Q2 2026, buying an estimated $960 and bringing the position to 29 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Physician Wealth Advisors first reported a position in PNFP in Q4 2020 and has held it in 14 quarters since. The position peaked at $327K in Q3 2022. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Physician Wealth Advisors held 29 shares of Pinnacle Financial Partners Inc worth $2.95K as of Q2 2026.
Physician Wealth Advisors bought 10 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $960.
Pinnacle Financial Partners Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1336 holding.
Physician Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 14 quarters since.
Physician Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $327K in Q3 2022.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.