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Rothschild Investment LLC’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Rothschild Investment LLC’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 		$1.73M Buy
17,149
+3,819
+29% +$367K 0.06% 274
2026
Q1 		$1.15M Buy
13,330
+2,376
+22% +$221K 0.06% 248
2025
Q4 		$1.05M Buy
10,954
+47
+0.4% +$4.32K 0.06% 247
2025
Q3 		$1.02M Buy
10,907
+3,919
+56% +$391K 0.06% 232
2025
Q2 		$772K Sell
6,988
-1
-0% -$103 0.05% 254
2025
Q1 		$741K Buy
6,989
+1
+0% +$115 0.05% 270
2024
Q4 		$799K Hold
6,988
– – 0.05% 269
2024
Q3 		$685K Hold
6,988
– – 0.04% 297
2024
Q2 		$559K Hold
6,988
– – 0.04% 311
2024
Q1 		$600K Buy
6,988
+6,742
+2,741% +$567K 0.04% 299
2023
Q4 		$21.5K Sell
246
-6,797
-97% -$493K ﹤0.01% 847
2023
Q3 		$472K Sell
7,043
-80
-1% -$5.4K 0.04% 302
2023
Q2 		$404K Buy
7,123
+55
+0.8% +$2.9K 0.03% 330
2023
Q1 		$390K Hold
7,068
– – 0.03% 329
2022
Q4 		$518K Sell
7,068
-20
-0.3% -$1.61K 0.05% 287
2022
Q3 		$575K Hold
7,088
– – 0.06% 265
2022
Q2 		$512K Hold
7,088
– – 0.05% 290
2022
Q1 		$653K Buy
7,088
+161
+2% +$15.9K 0.05% 281
2021
Q4 		$661K Buy
6,927
+64
+0.9% +$6.26K 0.05% 285
2021
Q3 		$645K Buy
6,863
+60
+0.9% +$5.52K 0.05% 269
2021
Q2 		$601K Sell
6,803
-200
-3% -$17.9K 0.05% 290
2021
Q1 		$621K Buy
7,003
+897
+15% +$71K 0.05% 278
2020
Q4 		$393K Sell
6,106
-777
-11% -$40.1K 0.04% 321
2020
Q3 		$245K Buy
6,883
+456
+7% +$18.1K 0.03% 361
2020
Q2 		$270K Sell
6,427
-1,684
-21% -$66.8K 0.03% 333
2020
Q1 		$304K Sell
8,111
-103
-1% -$5.58K 0.04% 310
2019
Q4 		$526K Buy
+8,214
New +$496K 0.05% 287

Other funds holding PNFP

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Rothschild Investment LLC's PNFP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Pinnacle Financial Partners Inc (PNFP) stake by 29% in Q2 2026, buying an estimated $367K and bringing the position to 17,149 shares worth $1.73M. The position accounts for 0.06% of the portfolio, ranked #274.

Rothschild Investment LLC first reported a position in PNFP in Q4 2019 and has held it in 27 quarters since. 352 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Rothschild Investment LLC held 17,149 shares of Pinnacle Financial Partners Inc worth $1.73M as of Q2 2026.
  • Rothschild Investment LLC bought 3,819 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $367K.
  • Pinnacle Financial Partners Inc made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #274 holding.
  • Rothschild Investment LLC first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and has held it in 27 quarters since.
  • 352 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.