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Plante Moran Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Plante Moran Financial 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 		$202 Buy
+2
New +$192 ﹤0.01% 1456
2022
Q3 		– Sell
-26
Closed -$2K – 1024
2022
Q2 		$2K Buy
+26
New +$2.05K ﹤0.01% 836
2014
Q4 		– Sell
-300
Closed -$11K – 844
2014
Q3 		$11K Hold
300
– – 0.01% 516
2014
Q2 		$12K Hold
300
– – 0.01% 481
2014
Q1 		$11K Hold
300
– – 0.01% 349
2013
Q4 		$10K Buy
+300
New +$9.46K 0.01% 451

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

Plante Moran Financial Advisors's PNFP Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PNFP as recently as Q2 2022.

Plante Moran Financial Advisors first reported a position in PNFP in Q4 2013 and has held it in 6 quarters since. The position peaked at $12K in Q2 2014. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Pinnacle Financial Partners Inc worth $202 as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new Plante Moran Financial Advisors position in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1456 holding.
  • Plante Moran Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2013 and has held it in 6 quarters since.
  • Plante Moran Financial Advisors's Pinnacle Financial Partners Inc position peaked at $12K in Q2 2014.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.