Root Financial Partners
PNFP icon

Root Financial Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Root Financial Partners’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 		$42.2K Buy
+451
New +$45.5K ﹤0.01% 1164
2026
Q2 		– Sell
-247
Closed -$21.3K – 2435
2026
Q1 		$21.3K Buy
247
+44
+22% +$4.09K ﹤0.01% 1296
2025
Q4 		$19.4K Sell
203
-12
-6% -$1.1K ﹤0.01% 1203
2025
Q3 		$20.2K Buy
+215
New +$21.5K ﹤0.01% 1113

Other funds holding PNFP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Root Financial Partners's PNFP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q3 2026: 451 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PNFP as recently as Q1 2026.

Root Financial Partners first reported a position in PNFP in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Root Financial Partners held 451 shares of Pinnacle Financial Partners Inc worth $42.2K as of Q3 2026.
  • Pinnacle Financial Partners Inc was a new Root Financial Partners position in Q3 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1164 holding.
  • Root Financial Partners first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.