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
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 $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

Sagespring Wealth Partners's PNFP Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Pinnacle Financial Partners Inc (PNFP) stake by 52% in Q1 2026, selling an estimated $829K and leaving 8,200 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #410.

Sagespring Wealth Partners first reported a position in PNFP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2024. 662 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Sagespring Wealth Partners held 8,200 shares of Pinnacle Financial Partners Inc worth $706K as of Q1 2026.
  • Sagespring Wealth Partners sold 8,905 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $829K.
  • Pinnacle Financial Partners Inc made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #410 holding.
  • Sagespring Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Pinnacle Financial Partners Inc position peaked at $2.16M in Q4 2024.
  • 662 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.