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

Prestige Wealth Management 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 		$2.12K Buy
21
+2
+11% +$192 ﹤0.01% 756
2026
Q1 		$1.64K Buy
19
+7
+58% +$651 ﹤0.01% 776
2025
Q4 		$1.15K Hold
12
– – ﹤0.01% 854
2025
Q3 		$1.13K Hold
12
– – ﹤0.01% 838
2025
Q2 		$1.32K Hold
12
– – ﹤0.01% 814
2025
Q1 		$1.27K Hold
12
– – ﹤0.01% 815
2024
Q4 		$1.37K Hold
12
– – ﹤0.01% 836
2024
Q3 		$1.18K Hold
12
– – ﹤0.01% 861
2024
Q2 		$961 Hold
12
– – ﹤0.01% 836
2024
Q1 		$1.03K Hold
12
– – ﹤0.01% 863
2023
Q4 		$1.05K Hold
12
– – ﹤0.01% 855
2023
Q3 		$805 Hold
12
– – ﹤0.01% 908
2023
Q2 		$680 Hold
12
– – ﹤0.01% 951
2023
Q1 		$662 Sell
12
-36
-75% -$2.53K ﹤0.01% 941
2022
Q4 		$3.52K Buy
+48
New +$3.85K ﹤0.01% 708
2020
Q4 		– Sell
-383
Closed -$14K – 1009
2020
Q3 		$14K Hold
383
– – ﹤0.01% 393
2020
Q2 		$16K Sell
383
-129
-25% -$5.12K 0.01% 365
2020
Q1 		$19K Sell
512
-3,517
-87% -$190K 0.01% 286
2019
Q4 		$257K Sell
4,029
-1,189
-23% -$71.8K 0.14% 100
2019
Q3 		$297K Sell
5,218
-172
-3% -$9.62K 0.17% 88
2019
Q2 		$310K Sell
5,390
-1,410
-21% -$79.4K 0.19% 86
2019
Q1 		$372K Buy
6,800
+128
+2% +$7.07K 0.23% 81
2018
Q4 		$308K Buy
+6,672
New +$354K 0.23% 79

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

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

Prestige Wealth Management Group increased its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q2 2026, buying an estimated $192 and bringing the position to 21 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Prestige Wealth Management Group first reported a position in PNFP in Q4 2018 and has held it in 23 quarters since. The position peaked at $372K in Q1 2019. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Prestige Wealth Management Group held 21 shares of Pinnacle Financial Partners Inc worth $2.12K as of Q2 2026.
  • Prestige Wealth Management Group bought 2 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $192.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #756 holding.
  • Prestige Wealth Management Group first reported a position in Pinnacle Financial Partners Inc in Q4 2018 and has held it in 23 quarters since.
  • Prestige Wealth Management Group's Pinnacle Financial Partners Inc position peaked at $372K in Q1 2019.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.