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Provenance Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Provenance Wealth 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
Q1 		– Sell
-19
Closed -$1.81K – 432
2025
Q4 		$1.81K Hold
19
– – ﹤0.01% 387
2025
Q3 		$1.78K Hold
19
– – ﹤0.01% 405
2025
Q2 		$2.1K Hold
19
– – ﹤0.01% 383
2025
Q1 		$2.02K Hold
19
– – ﹤0.01% 403
2024
Q4 		$2.17K Hold
19
– – ﹤0.01% 416
2024
Q3 		$1.86K Hold
19
– – ﹤0.01% 468
2024
Q2 		$1.52K Hold
19
– – ﹤0.01% 404
2024
Q1 		$1.63K Hold
19
– – ﹤0.01% 429
2023
Q4 		$1.66K Sell
19
-1
-5% -$72 ﹤0.01% 481
2023
Q3 		$1.34K Buy
+20
New +$1.35K ﹤0.01% 367

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provenance Wealth Advisors's PNFP Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 19 shares — an estimated $1.81K sold.

Provenance Wealth Advisors first reported a position in PNFP in Q3 2023 and held it in 10 quarters. The position peaked at $2.17K in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 19 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $1.81K.
  • Provenance Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and held it in 10 quarters.
  • Provenance Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $2.17K in Q4 2024.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.