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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
Q2 		$505K Sell
5,010
-632
-11% -$60.7K 0.03% 284
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Management Advisory Group's PNFP Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q2 2026, selling an estimated $60.7K and leaving 5,010 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #284.

Pinnacle Wealth Management Advisory Group first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,010 shares of Pinnacle Financial Partners Inc worth $505K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 632 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $60.7K.
  • Pinnacle Financial Partners Inc made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #284 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.