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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's PNFP Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 12,125 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #1148 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in PNFP as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in PNFP in Q3 2019 and has held it in 10 quarters since. 663 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Steward Partners Investment Advisory held 12,125 shares of Pinnacle Financial Partners Inc worth $1.04M as of Q1 2026.
Pinnacle Financial Partners Inc was a new Steward Partners Investment Advisory position in Q1 2026.
Pinnacle Financial Partners Inc made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1148 holding.
Steward Partners Investment Advisory first reported a position in Pinnacle Financial Partners Inc in Q3 2019 and has held it in 10 quarters since.
663 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.