Sage Mountain Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sage Mountain Advisors’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	-36,204	Closed	-$3.45M	–	502
2025 Q4	$3.45M	Sell	36,204 -19	-0.1%	-$1.75K	0.18%	64
2025 Q3	$3.4M	Hold	36,223	–	–	0.19%	67
2025 Q2	$4M	Buy	36,223 +25	+0.1%	+$2.58K	0.26%	52
2025 Q1	$3.84M	Hold	36,198	–	–	0.28%	48
2024 Q4	$4.14M	Buy	36,198 +99	+0.3%	+$11.2K	0.3%	46
2024 Q3	$3.54M	Hold	36,099	–	–	0.3%	43
2024 Q2	$2.89M	Hold	36,099	–	–	0.27%	52
2024 Q1	$3.1M	Hold	36,099	–	–	0.32%	46
2023 Q4	$3.15M	Buy	36,099 +22	+0.1%	+$1.59K	0.37%	40
2023 Q3	$2.42M	Hold	36,077	–	–	0.33%	41
2023 Q2	$2.04M	Buy	36,077 +77	+0.2%	+$4.05K	0.29%	48
2023 Q1	$1.99M	Buy	+36,000	New	+$2.53M	0.32%	42

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sage Mountain Advisors's PNFP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 36,204 shares — an estimated $3.45M sold.

Sage Mountain Advisors first reported a position in PNFP in Q1 2023 and held it in 12 quarters. The position peaked at $4.14M in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Sage Mountain Advisors reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
Sage Mountain Advisors sold 36,204 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $3.45M.
Sage Mountain Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2023 and held it in 12 quarters.
Sage Mountain Advisors's Pinnacle Financial Partners Inc position peaked at $4.14M in Q4 2024.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.