PFS
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Prospera Financial Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Prospera Financial 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 		$468K Hold
4,638
– – 0.01% 1074
2026
Q1 		$400K Buy
+4,638
New +$432K 0.01% 1093
2024
Q1 		– Sell
-2,782
Closed -$243K – 1130
2023
Q4 		$243K Sell
2,782
-5,523
-67% -$400K 0.01% 924
2023
Q3 		$557K Buy
8,305
+2,735
+49% +$185K 0.02% 577
2023
Q2 		$315K Buy
+5,570
New +$293K 0.01% 778

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

Prospera Financial Services's PNFP Position: Q2 2026 in Review

Prospera Financial Services held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 4,638 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1074.

Prospera Financial Services first reported a position in PNFP in Q2 2023 and has held it in 5 quarters since. The position peaked at $557K in Q3 2023. 713 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Prospera Financial Services held 4,638 shares of Pinnacle Financial Partners Inc worth $468K as of Q2 2026.
  • Prospera Financial Services left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1074 holding.
  • Prospera Financial Services first reported a position in Pinnacle Financial Partners Inc in Q2 2023 and has held it in 5 quarters since.
  • Prospera Financial Services's Pinnacle Financial Partners Inc position peaked at $557K in Q3 2023.
  • 713 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.