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Principia Wealth Advisory’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Principia Wealth Advisory’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 		$1.31K Buy
13
+3
+30% +$288 ﹤0.01% 706
2026
Q1 		$861 Buy
10
+9
+900% +$837 ﹤0.01% 739
2025
Q4 		$95 Buy
+1
New +$92 ﹤0.01% 974
2025
Q2 		– Sell
-2
Closed -$193 – 995
2025
Q1 		$193 Buy
+2
New +$229 ﹤0.01% 774

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

Principia Wealth Advisory's PNFP Position: Q2 2026 in Review

Principia Wealth Advisory increased its Pinnacle Financial Partners Inc (PNFP) stake by 30% in Q2 2026, buying an estimated $288 and bringing the position to 13 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Principia Wealth Advisory first reported a position in PNFP in Q1 2025 and has held it in 4 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Principia Wealth Advisory held 13 shares of Pinnacle Financial Partners Inc worth $1.31K as of Q2 2026.
  • Principia Wealth Advisory bought 3 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $288.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #706 holding.
  • Principia Wealth Advisory first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 4 quarters since.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.