SPIA
PNFP icon

Steward Partners Investment Advisory’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Steward Partners Investment Advisory’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 		$882K Sell
8,745
-3,380
-28% -$324K ﹤0.01% 1368
2026
Q1 		$1.04M Buy
+12,125
New +$1.13M 0.01% 1148
2025
Q2 		– Sell
-12
Closed -$1.27K – 4225
2025
Q1 		$1.27K Hold
12
– – ﹤0.01% 3730
2024
Q4 		$1.37K Buy
+12
New +$1.35K ﹤0.01% 3709
2024
Q3 		– Sell
-15
Closed -$1.2K – 3827
2024
Q2 		$1.2K Sell
15
-385
-96% -$30.7K ﹤0.01% 3374
2024
Q1 		$34.4K Buy
400
+300
+300% +$25.2K ﹤0.01% 2285
2023
Q4 		$8.72K Buy
+100
New +$7.25K ﹤0.01% 2760
2020
Q3 		– Sell
-33
Closed -$1K – 2823
2020
Q2 		$1K Hold
33
– – ﹤0.01% 2597
2020
Q1 		$1K Hold
33
– – ﹤0.01% 2412
2019
Q4 		$2K Hold
33
– – ﹤0.01% 2445
2019
Q3 		$1K Buy
+33
New +$1.84K ﹤0.01% 2542

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
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

Steward Partners Investment Advisory's PNFP Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Pinnacle Financial Partners Inc (PNFP) stake by 28% in Q2 2026, selling an estimated $324K and leaving 8,745 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Steward Partners Investment Advisory first reported a position in PNFP in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2026. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Steward Partners Investment Advisory held 8,745 shares of Pinnacle Financial Partners Inc worth $882K as of Q2 2026.
  • Steward Partners Investment Advisory sold 3,380 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $324K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1368 holding.
  • Steward Partners Investment Advisory first reported a position in Pinnacle Financial Partners Inc in Q3 2019 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Pinnacle Financial Partners Inc position peaked at $1.04M in Q1 2026.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.