PWPS
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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
Q2 		$5.85K Hold
58
– – ﹤0.01% 2254
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 $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 $3.37T AUM 44.26% 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 Planning Services's PNFP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 58 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Pinnacle Wealth Planning Services first reported a position in PNFP in Q4 2020 and has held it in 4 quarters since. The position peaked at $6K in Q4 2020. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 58 shares of Pinnacle Financial Partners Inc worth $5.85K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2254 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Pinnacle Financial Partners Inc position peaked at $6K in Q4 2020.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.