Simon Quick Advisors
PNFP icon

Simon Quick Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Simon Quick Advisors’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
Q3 		$857K Buy
9,153
+46
+0.5% +$4.64K 0.03% 227
2026
Q2 		$919K Sell
9,107
-15,926
-64% -$1.53M 0.04% 204
2026
Q1 		$2.16M Buy
25,033
+86
+0.3% +$8K 0.1% 132
2025
Q4 		$2.38M Sell
24,947
-38
-0.2% -$3.49K 0.1% 119
2025
Q3 		$2.34M Buy
24,985
+95
+0.4% +$9.48K 0.11% 122
2025
Q2 		$2.75M Sell
24,890
-405
-2% -$41.8K 0.14% 103
2025
Q1 		$2.68M Buy
25,295
+88
+0.3% +$10.1K 0.15% 73
2024
Q4 		$2.88M Sell
25,207
-999
-4% -$113K 0.17% 62
2024
Q3 		$2.57M Buy
26,206
+205
+0.8% +$18.9K 0.16% 70
2024
Q2 		$2.08M Sell
26,001
-2,451
-9% -$196K 0.15% 75
2024
Q1 		$2.44M Sell
28,452
-1,163
-4% -$97.7K 0.18% 66
2023
Q4 		$2.58M Buy
29,615
+72
+0.2% +$5.22K 0.23% 66
2023
Q3 		$1.98M Buy
29,543
+20,475
+226% +$1.38M 0.19% 71
2023
Q2 		$514K Sell
9,068
-28
-0.3% -$1.48K 0.05% 155
2023
Q1 		$502K Buy
9,096
+49
+0.5% +$3.44K 0.05% 150
2022
Q4 		$664K Buy
9,047
+47
+0.5% +$3.77K 0.08% 113
2022
Q3 		$730K Hold
9,000
– – 0.1% 94
2022
Q2 		$727K Hold
9,000
– – 0.1% 102
2022
Q1 		$829K Hold
9,000
– – 0.24% 49
2021
Q4 		$860K Hold
9,000
– – 0.23% 52
2021
Q3 		$846K Hold
9,000
– – 0.22% 53
2021
Q2 		$794K Hold
9,000
– – 0.21% 50
2021
Q1 		$797K Hold
9,000
– – 0.23% 46
2020
Q4 		$580K Buy
+9,000
New +$464K 0.17% 54

Other funds holding PNFP

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Simon Quick Advisors's PNFP Position: Q3 2026 in Review

Simon Quick Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.51% in Q3 2026, buying an estimated $4.64K and bringing the position to 9,153 shares worth $857K. The position accounts for 0.03% of the portfolio, ranked #227.

Simon Quick Advisors first reported a position in PNFP in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q4 2024. 236 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Simon Quick Advisors held 9,153 shares of Pinnacle Financial Partners Inc worth $857K as of Q3 2026.
  • Simon Quick Advisors bought 46 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $4.64K.
  • Pinnacle Financial Partners Inc made up 0.03% of Simon Quick Advisors's portfolio in Q3 2026, its #227 holding.
  • Simon Quick Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 24 quarters since.
  • Simon Quick Advisors's Pinnacle Financial Partners Inc position peaked at $2.88M in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.