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SageView Advisory Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

SageView Advisory Group’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 		$206K Buy
+2,044
New +$196K 0.01% 602
2026
Q1 		– Sell
-2,016
Closed -$192K – 1931
2025
Q4 		$192K Sell
2,016
-1,337
-40% -$123K 0.01% 618
2025
Q3 		$314K Sell
3,353
-51
-1% -$5.09K 0.01% 500
2025
Q2 		$313K Buy
3,404
+58
+2% +$5.99K 0.01% 480
2025
Q1 		$355K Buy
3,346
+603
+22% +$69.1K 0.02% 423
2024
Q4 		$314K Sell
2,743
-664
-19% -$74.9K 0.01% 450
2024
Q3 		$334K Sell
3,407
-1,290
-27% -$119K 0.02% 365
2024
Q2 		$376K Buy
+4,697
New +$375K 0.02% 388
2024
Q1 		– Sell
-4,678
Closed -$430K – 730
2023
Q4 		$430K Sell
4,678
-81
-2% -$5.87K 0.02% 425
2023
Q3 		$319K Buy
4,759
+10
+0.2% +$675 0.02% 410
2023
Q2 		$269K Buy
4,749
+11
+0.2% +$579 0.02% 468
2023
Q1 		$261K Sell
4,738
-181
-4% -$12.7K 0.02% 411
2022
Q4 		$361K Buy
+4,919
New +$395K 0.03% 297

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

SageView Advisory Group's PNFP Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q2 2026: 2,044 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #602 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PNFP as recently as Q4 2025.

SageView Advisory Group first reported a position in PNFP in Q4 2022 and has held it in 13 quarters since. The position peaked at $430K in Q4 2023. 720 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • SageView Advisory Group held 2,044 shares of Pinnacle Financial Partners Inc worth $206K as of Q2 2026.
  • Pinnacle Financial Partners Inc was a new SageView Advisory Group position in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #602 holding.
  • SageView Advisory Group first reported a position in Pinnacle Financial Partners Inc in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Pinnacle Financial Partners Inc position peaked at $430K in Q4 2023.
  • 720 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.