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Pinnacle Wealth Management Advisory Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$486K Buy
5,642
+1,581
+39% +$147K 0.03% 275
2025
Q4 		$387K Buy
+4,061
New +$373K 0.03% 332

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's PNFP Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Pinnacle Financial Partners Inc (PNFP) stake by 39% in Q1 2026, buying an estimated $147K and bringing the position to 5,642 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #275.

Pinnacle Wealth Management Advisory Group first reported a position in PNFP in Q4 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,642 shares of Pinnacle Financial Partners Inc worth $486K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 1,581 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $147K.
  • Pinnacle Financial Partners Inc made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #275 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.