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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principia Wealth Advisory's PNFP Position: Q4 2025 in Review

Principia Wealth Advisory opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q4 2025: 1 share worth $95. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in PNFP as recently as Q1 2025.

Principia Wealth Advisory first reported a position in PNFP in Q1 2025 and has held it in 2 quarters since. The position peaked at $193 in Q1 2025. 472 funds tracked by Wall St. Rank hold PNFP as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Pinnacle Financial Partners Inc worth $95 as of Q4 2025.
  • Pinnacle Financial Partners Inc was a new Principia Wealth Advisory position in Q4 2025.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #974 holding.
  • Principia Wealth Advisory first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Pinnacle Financial Partners Inc position peaked at $193 in Q1 2025.
  • 472 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.