SFS
PNFP icon

Sowell Financial Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sowell Financial Services’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 		$1.14M Buy
11,278
+498
+5% +$47.8K 0.04% 429
2026
Q1 		$929K Buy
+10,780
New +$1M 0.03% 462
2025
Q4 		– Sell
-10,327
Closed -$969K – 1163
2025
Q3 		$969K Sell
10,327
-671
-6% -$67K 0.04% 430
2025
Q2 		$1.21M Buy
10,998
+395
+4% +$40.8K 0.05% 362
2025
Q1 		$1.12M Buy
10,603
+194
+2% +$22.2K 0.05% 361
2024
Q4 		$1.19M Sell
10,409
-373
-3% -$42.1K 0.06% 289
2024
Q3 		$1.06M Buy
10,782
+19
+0.2% +$1.75K 0.05% 333
2024
Q2 		$861K Buy
10,763
+86
+0.8% +$6.86K 0.04% 355
2024
Q1 		$917K Buy
10,677
+148
+1% +$12.4K 0.04% 359
2023
Q4 		$918K Buy
+10,529
New +$763K 0.05% 342
2023
Q2 		– Sell
-9,278
Closed -$512K – 761
2023
Q1 		$512K Buy
+9,278
New +$651K 0.04% 422
2021
Q2 		– Sell
-12,573
Closed -$1.12M – 2125
2021
Q1 		$1.12M Buy
12,573
+2,448
+24% +$194K 0.04% 382
2020
Q4 		$652K Sell
10,125
-69
-0.7% -$3.56K 0.03% 447
2020
Q3 		$363K Buy
10,194
+177
+2% +$7.04K 0.02% 553
2020
Q2 		$421K Sell
10,017
-1,319
-12% -$52.3K 0.02% 503
2020
Q1 		$426K Sell
11,336
-2,789
-20% -$151K 0.03% 431
2019
Q4 		$904K Sell
14,125
-487
-3% -$29.4K 0.07% 285
2019
Q3 		$829K Buy
+14,612
New +$817K 0.07% 283
2019
Q1 		$724K Buy
13,242
+297
+2% +$16.4K 0.08% 255
2018
Q4 		$597K Buy
12,945
+348
+3% +$18.5K 0.08% 240
2018
Q3 		$758K Buy
+12,597
New +$798K 0.11% 144

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

Sowell Financial Services's PNFP Position: Q2 2026 in Review

Sowell Financial Services increased its Pinnacle Financial Partners Inc (PNFP) stake by 4.6% in Q2 2026, buying an estimated $47.8K and bringing the position to 11,278 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #429.

Sowell Financial Services first reported a position in PNFP in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.21M in Q2 2025. 716 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Sowell Financial Services held 11,278 shares of Pinnacle Financial Partners Inc worth $1.14M as of Q2 2026.
  • Sowell Financial Services bought 498 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $47.8K.
  • Pinnacle Financial Partners Inc made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #429 holding.
  • Sowell Financial Services first reported a position in Pinnacle Financial Partners Inc in Q3 2018 and has held it in 21 quarters since.
  • Sowell Financial Services's Pinnacle Financial Partners Inc position peaked at $1.21M in Q2 2025.
  • 716 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.