QFW
PNFP icon

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
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 $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

QTR Family Wealth's PNFP Position: Q1 2026 in Review

QTR Family Wealth sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 2,208 shares — an estimated $220K sold.

QTR Family Wealth first reported a position in PNFP in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • QTR Family Wealth reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • QTR Family Wealth sold 2,208 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $220K.
  • QTR Family Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and held it in 1 quarter.
  • QTR Family Wealth's Pinnacle Financial Partners Inc position peaked at $220K in Q4 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.