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Pinnacle Wealth Planning Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Pinnacle Wealth Planning Services’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 		$5K Buy
58
+55
+1,833% +$5.12K ﹤0.01% 2263
2025
Q4 		$286 Buy
+3
New +$276 ﹤0.01% 2693
2021
Q1 		– Sell
-88
Closed -$6K – 1526
2020
Q4 		$6K Buy
+88
New +$4.54K ﹤0.01% 1604

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 Planning Services's PNFP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pinnacle Financial Partners Inc (PNFP) stake by 1,833% in Q1 2026, buying an estimated $5.12K and bringing the position to 58 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Pinnacle Wealth Planning Services first reported a position in PNFP in Q4 2020 and has held it in 3 quarters since. The position peaked at $6K in Q4 2020. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 58 shares of Pinnacle Financial Partners Inc worth $5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 55 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $5.12K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2263 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Pinnacle Financial Partners Inc position peaked at $6K in Q4 2020.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.