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Spurstone Advisory Services’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Spurstone Advisory 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
Q1 		$31.8K Hold
369
– – 0.54% 21
2025
Q4 		$35.2K Hold
369
– – 0.55% 25
2025
Q3 		$34.6K Hold
369
– – 0.5% 31
2025
Q2 		$40.7K Buy
+369
New +$38.1K 0.62% 28

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spurstone Advisory Services's PNFP Position: Q1 2026 in Review

Spurstone Advisory Services held its Pinnacle Financial Partners Inc (PNFP) position steady in Q1 2026 at 369 shares worth $31.8K. The position accounts for 0.54% of the portfolio, ranked #21.

Spurstone Advisory Services first reported a position in PNFP in Q2 2025 and has held it in 4 quarters since. The position peaked at $40.7K in Q2 2025. 662 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Spurstone Advisory Services held 369 shares of Pinnacle Financial Partners Inc worth $31.8K as of Q1 2026.
  • Spurstone Advisory Services left its Pinnacle Financial Partners Inc share count unchanged in Q1 2026.
  • Pinnacle Financial Partners Inc made up 0.54% of Spurstone Advisory Services's portfolio in Q1 2026, its #21 holding.
  • Spurstone Advisory Services first reported a position in Pinnacle Financial Partners Inc in Q2 2025 and has held it in 4 quarters since.
  • Spurstone Advisory Services's Pinnacle Financial Partners Inc position peaked at $40.7K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.