Selective Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Selective Wealth Management’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	$237K	Buy	2,350 +3	+0.1%	+$288	0.06%	117
2026 Q1	$229K	Hold	2,347	–	–	0.07%	109
2025 Q4	$229K	Hold	2,347	–	–	0.07%	97
2025 Q3	$216K	Hold	2,347	–	–	0.07%	96
2025 Q2	$278K	Hold	2,347	–	–	0.1%	84
2025 Q1	$211K	Hold	2,347	–	–	0.09%	94
2024 Q4	$277K	Hold	2,347	–	–	0.11%	84
2024 Q3	$221K	Buy	+2,347	New	+$216K	0.09%	101
2022 Q4	–	Sell	-2,347	Closed	-$190K	–	568
2022 Q3	$190K	Hold	2,347	–	–	0.08%	135
2022 Q2	$170K	Hold	2,347	–	–	0.06%	158
2022 Q1	$216K	Hold	2,347	–	–	0.08%	127
2021 Q4	$224K	Buy	+2,347	New	+$230K	0.09%	113

Other funds holding PNFP

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Selective Wealth Management's PNFP Position: Q2 2026 in Review

Selective Wealth Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.13% in Q2 2026, buying an estimated $288 and bringing the position to 2,350 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #117.

Selective Wealth Management first reported a position in PNFP in Q4 2021 and has held it in 12 quarters since. The position peaked at $278K in Q2 2025. 271 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Selective Wealth Management held 2,350 shares of Pinnacle Financial Partners Inc worth $237K as of Q2 2026.
Selective Wealth Management bought 3 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $288.
Pinnacle Financial Partners Inc made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #117 holding.
Selective Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 12 quarters since.
Selective Wealth Management's Pinnacle Financial Partners Inc position peaked at $278K in Q2 2025.
271 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.