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Simplicity Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Simplicity Wealth’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 		$907K Sell
8,995
-160
-2% -$15.4K 0.03% 455
2026
Q1 		$789K Buy
9,155
+131
+1% +$12.2K 0.04% 337
2025
Q4 		$861K Buy
9,024
+646
+8% +$59.3K 0.05% 311
2025
Q3 		$786K Sell
8,378
-177
-2% -$17.7K 0.05% 347
2025
Q2 		$945K Buy
8,555
+18
+0.2% +$1.86K 0.04% 334
2025
Q1 		$905K Sell
8,537
-132
-2% -$15.1K 0.07% 268
2024
Q4 		$992K Buy
8,669
+1,884
+28% +$212K 0.21% 91
2024
Q3 		$665K Buy
6,785
+851
+14% +$78.3K 0.06% 249
2024
Q2 		$475K Buy
5,934
+2
+0% +$160 0.01% 782
2024
Q1 		$509K Buy
+5,932
New +$499K 0.01% 729

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

Simplicity Wealth's PNFP Position: Q2 2026 in Review

Simplicity Wealth reduced its Pinnacle Financial Partners Inc (PNFP) stake by 1.7% in Q2 2026, selling an estimated $15.4K and leaving 8,995 shares worth $907K. The position accounts for 0.03% of the portfolio, ranked #455.

Simplicity Wealth first reported a position in PNFP in Q1 2024 and has held it in 10 quarters since. The position peaked at $992K in Q4 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Simplicity Wealth held 8,995 shares of Pinnacle Financial Partners Inc worth $907K as of Q2 2026.
  • Simplicity Wealth sold 160 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $15.4K.
  • Pinnacle Financial Partners Inc made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #455 holding.
  • Simplicity Wealth first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Pinnacle Financial Partners Inc position peaked at $992K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.