SWP
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Stratos Wealth Partners’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Stratos Wealth Partners’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 		$1.1M Buy
+12,738
New +$1.19M 0.01% 761
2025
Q4 		– Sell
-10,591
Closed -$993K – 1641
2025
Q3 		$993K Buy
10,591
+461
+5% +$46K 0.01% 757
2025
Q2 		$1.12M Buy
10,130
+246
+2% +$25.4K 0.02% 658
2025
Q1 		$1.05M Buy
9,884
+240
+2% +$27.5K 0.02% 642
2024
Q4 		$1.1M Sell
9,644
-66
-0.7% -$7.44K 0.02% 662
2024
Q3 		$951K Buy
9,710
+36
+0.4% +$3.31K 0.01% 704
2024
Q2 		$774K Sell
9,674
-100
-1% -$7.98K 0.01% 748
2024
Q1 		$839K Buy
9,774
+30
+0.3% +$2.52K 0.01% 706
2023
Q4 		$850K Hold
9,744
– – 0.02% 684
2023
Q3 		$653K Buy
9,744
+401
+4% +$27.1K 0.01% 713
2023
Q2 		$529K Sell
9,343
-159
-2% -$8.37K 0.01% 743
2023
Q1 		$524K Buy
9,502
+570
+6% +$40K 0.01% 683
2022
Q4 		$656K Sell
8,932
-283
-3% -$22.7K 0.02% 636
2022
Q3 		$747K Buy
+9,215
New +$736K 0.02% 564
2018
Q4 		– Sell
-800
Closed -$48K – 2051
2018
Q3 		$48K Buy
+800
New +$50.7K ﹤0.01% 1481
2018
Q2 		– Sell
-700
Closed -$45K – 2148
2018
Q1 		$45K Buy
700
+100
+17% +$6.54K ﹤0.01% 1633
2017
Q4 		$40K Buy
+600
New +$39.9K ﹤0.01% 1626

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

Stratos Wealth Partners's PNFP Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 12,738 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in PNFP as recently as Q3 2025.

Stratos Wealth Partners first reported a position in PNFP in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.12M in Q2 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Stratos Wealth Partners held 12,738 shares of Pinnacle Financial Partners Inc worth $1.1M as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Stratos Wealth Partners position in Q1 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #761 holding.
  • Stratos Wealth Partners first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 17 quarters since.
  • Stratos Wealth Partners's Pinnacle Financial Partners Inc position peaked at $1.12M in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.