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QTR Family Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

QTR Family Wealth’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 		$210K Buy
+2,077
New +$199K 0.07% 314
2026
Q1 		– Sell
-2,208
Closed -$220K – 318
2025
Q4 		$220K Buy
+2,208
New +$203K 0.1% 251

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 $3.38T AUM 44.17% 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

QTR Family Wealth's PNFP Position: Q2 2026 in Review

QTR Family Wealth opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,077 shares worth $210K. The stake represents 0.07% of the portfolio and ranks #314 among its holdings. This is a return to the name: QTR Family Wealth previously reported a position in PNFP as recently as Q4 2025.

QTR Family Wealth first reported a position in PNFP in Q4 2025 and has held it in 2 quarters since. The position peaked at $220K in Q4 2025. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • QTR Family Wealth held 2,077 shares of Pinnacle Financial Partners Inc worth $210K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new QTR Family Wealth position in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.07% of QTR Family Wealth's portfolio in Q2 2026, its #314 holding.
  • QTR Family Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 2 quarters since.
  • QTR Family Wealth's Pinnacle Financial Partners Inc position peaked at $220K in Q4 2025.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.