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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
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 $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 $3.37T AUM 44.26% 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

SHP Wealth Management's PNFP Position: Q1 2026 in Review

SHP Wealth Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q1 2026 at 102 shares worth $8.83K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

SHP Wealth Management first reported a position in PNFP in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.72K in Q4 2025. 663 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • SHP Wealth Management held 102 shares of Pinnacle Financial Partners Inc worth $8.83K as of Q1 2026.
  • SHP Wealth Management left its Pinnacle Financial Partners Inc share count unchanged in Q1 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #935 holding.
  • SHP Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Pinnacle Financial Partners Inc position peaked at $9.72K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.