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

SHP 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 		$11.4K Buy
113
+11
+11% +$1.06K ﹤0.01% 930
2026
Q1 		$8.83K Hold
102
– – ﹤0.01% 935
2025
Q4 		$9.72K Buy
+102
New +$9.37K ﹤0.01% 839

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 11% in Q2 2026, buying an estimated $1.06K and bringing the position to 113 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

SHP Wealth Management first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • SHP Wealth Management held 113 shares of Pinnacle Financial Partners Inc worth $11.4K as of Q2 2026.
  • SHP Wealth Management bought 11 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $1.06K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #930 holding.
  • SHP Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.