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Sound View Wealth Advisors Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sound View Wealth Advisors Group’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 		$270K Hold
2,677
– – 0.02% 381
2026
Q1 		$231K Buy
+2,677
New +$249K 0.02% 385

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

Sound View Wealth Advisors Group's PNFP Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 2,677 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #381.

Sound View Wealth Advisors Group first reported a position in PNFP in Q1 2026 and has held it in 2 quarters since. 721 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,677 shares of Pinnacle Financial Partners Inc worth $270K as of Q2 2026.
  • Sound View Wealth Advisors Group left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #381 holding.
  • Sound View Wealth Advisors Group first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 2 quarters since.
  • 721 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.