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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Provident Wealth Management's PNFP Position: Q2 2026 in Review

Provident Wealth Management opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,165 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in PNFP as recently as Q4 2025.

Provident Wealth Management first reported a position in PNFP in Q3 2020 and has held it in 16 quarters since. The position peaked at $268K in Q3 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Provident Wealth Management held 2,165 shares of Pinnacle Financial Partners Inc worth $218K as of Q2 2026.
Pinnacle Financial Partners Inc was a new Provident Wealth Management position in Q2 2026.
Pinnacle Financial Partners Inc made up 0.06% of Provident Wealth Management's portfolio in Q2 2026, its #89 holding.
Provident Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2020 and has held it in 16 quarters since.
Provident Wealth Management's Pinnacle Financial Partners Inc position peaked at $268K in Q3 2024.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.