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

Provident Wealth Management’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 Q3	$203K	Hold	2,165	–	–	0.07%	67
2026 Q2	$218K	Buy	+2,165	New	+$208K	0.06%	89
2026 Q1	–	Sell	-2,165	Closed	-$207K	–	139
2025 Q4	$207K	Hold	2,165	–	–	0.06%	83
2025 Q3	$203K	Hold	2,165	–	–	0.06%	84
2025 Q2	$239K	Hold	2,165	–	–	0.08%	73
2025 Q1	$230K	Hold	2,165	–	–	0.08%	71
2024 Q4	$248K	Sell	2,165 -575	-21%	-$64.8K	0.08%	70
2024 Q3	$268K	Hold	2,740	–	–	0.09%	70
2024 Q2	$219K	Hold	2,740	–	–	0.08%	75
2024 Q1	$235K	Sell	2,740 -55	-2%	-$4.62K	0.09%	62
2023 Q4	$244K	Buy	+2,795	New	+$203K	0.11%	57
2023 Q1	–	Sell	-2,808	Closed	-$206K	–	101
2022 Q4	$206K	Sell	2,808 -56	-2%	-$4.5K	0.12%	54
2022 Q3	$232K	Buy	+2,864	New	+$229K	0.14%	49
2021 Q4	–	Sell	-2,520	Closed	-$237K	–	85
2021 Q3	$237K	Hold	2,520	–	–	0.18%	47
2021 Q2	$222K	Hold	2,520	–	–	0.19%	47
2021 Q1	$223K	Buy	+2,520	New	+$199K	0.25%	44
2020 Q4	–	Sell	-2,570	Closed	-$91K	–	215
2020 Q3	$91K	Buy	+2,570	New	+$102K	0.11%	68

Other funds holding PNFP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Provident Wealth Management's PNFP Position: Q3 2026 in Review

Provident Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 2,165 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #67.

Provident Wealth Management first reported a position in PNFP in Q3 2020 and has held it in 17 quarters since. The position peaked at $268K in Q3 2024. 380 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

Provident Wealth Management held 2,165 shares of Pinnacle Financial Partners Inc worth $203K as of Q3 2026.
Provident Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
Pinnacle Financial Partners Inc made up 0.07% of Provident Wealth Management's portfolio in Q3 2026, its #67 holding.
Provident Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2020 and has held it in 17 quarters since.
Provident Wealth Management's Pinnacle Financial Partners Inc position peaked at $268K in Q3 2024.
380 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.