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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Provident Wealth Management's PNFP Position: Q1 2026 in Review

Provident Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 2,165 shares — an estimated $207K sold.

Provident Wealth Management first reported a position in PNFP in Q3 2020 and held it in 15 quarters. The position peaked at $268K in Q3 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Provident Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
Provident Wealth Management sold 2,165 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $207K.
Provident Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2020 and held it in 15 quarters.
Provident Wealth Management's Pinnacle Financial Partners Inc position peaked at $268K in Q3 2024.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.