SWP
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Sagespring Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sagespring Wealth 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
Q2 		$844K Buy
8,362
+162
+2% +$15.5K 0.01% 388
2026
Q1 		$706K Sell
8,200
-8,905
-52% -$829K 0.01% 410
2025
Q4 		$1.63M Buy
17,105
+1,151
+7% +$106K 0.03% 218
2025
Q3 		$1.5M Sell
15,954
-665
-4% -$66.4K 0.03% 228
2025
Q2 		$1.83M Sell
16,619
-519
-3% -$53.6K 0.04% 182
2025
Q1 		$1.82M Sell
17,138
-1,756
-9% -$201K 0.05% 165
2024
Q4 		$2.16M Buy
+18,894
New +$2.13M 0.06% 139

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's PNFP Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Pinnacle Financial Partners Inc (PNFP) stake by 2% in Q2 2026, buying an estimated $15.5K and bringing the position to 8,362 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #388.

Sagespring Wealth Partners first reported a position in PNFP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2024. 720 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Sagespring Wealth Partners held 8,362 shares of Pinnacle Financial Partners Inc worth $844K as of Q2 2026.
  • Sagespring Wealth Partners bought 162 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $15.5K.
  • Pinnacle Financial Partners Inc made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #388 holding.
  • Sagespring Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Pinnacle Financial Partners Inc position peaked at $2.16M in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.