SWM
PNFP icon

Spire Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Spire Wealth Management’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 		– Sell
-188
Closed -$17.9K – 2375
2025
Q4 		$17.9K Sell
188
-573
-75% -$52.6K ﹤0.01% 1521
2025
Q3 		$71.4K Buy
761
+289
+61% +$28.9K ﹤0.01% 1113
2025
Q2 		$52.1K Sell
472
-20
-4% -$2.06K ﹤0.01% 1180
2025
Q1 		$52.2K Hold
492
– – ﹤0.01% 1264
2024
Q4 		$56.3K Sell
492
-220
-31% -$24.8K ﹤0.01% 1240
2024
Q3 		$69.8K Sell
712
-229
-24% -$21.1K ﹤0.01% 1032
2024
Q2 		$75.3K Sell
941
-50
-5% -$3.99K ﹤0.01% 980
2024
Q1 		$85.1K Hold
991
– – ﹤0.01% 1042
2023
Q4 		$85K Sell
991
-269
-21% -$19.5K ﹤0.01% 1038
2023
Q3 		$84.5K Hold
1,260
– – ﹤0.01% 1001
2023
Q2 		$71.4K Hold
1,260
– – ﹤0.01% 1073
2023
Q1 		$69.5K Buy
1,260
+796
+172% +$55.8K ﹤0.01% 1069
2022
Q4 		$34K Hold
464
– – ﹤0.01% 1140
2022
Q3 		$38K Sell
464
-235
-34% -$18.8K ﹤0.01% 1060
2022
Q2 		$51K Buy
+699
New +$55.2K ﹤0.01% 1284

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's PNFP Position: Q1 2026 in Review

Spire Wealth Management sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 188 shares — an estimated $17.9K sold.

Spire Wealth Management first reported a position in PNFP in Q2 2022 and held it in 15 quarters. The position peaked at $85.1K in Q1 2024. 667 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Spire Wealth Management reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 188 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $17.9K.
  • Spire Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q2 2022 and held it in 15 quarters.
  • Spire Wealth Management's Pinnacle Financial Partners Inc position peaked at $85.1K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.