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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Wealth's PNFP Position: Q1 2026 in Review

Simplicity Wealth increased its Pinnacle Financial Partners Inc (PNFP) stake by 1.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 9,155 shares worth $789K. The position accounts for 0.04% of the portfolio, ranked #337.

Simplicity Wealth first reported a position in PNFP in Q1 2024 and has held it in 9 quarters since. The position peaked at $992K in Q4 2024. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Simplicity Wealth held 9,155 shares of Pinnacle Financial Partners Inc worth $789K as of Q1 2026.
Simplicity Wealth bought 131 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $12.2K.
Pinnacle Financial Partners Inc made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #337 holding.
Simplicity Wealth first reported a position in Pinnacle Financial Partners Inc in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Pinnacle Financial Partners Inc position peaked at $992K in Q4 2024.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.