Summit Asset Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Summit Asset 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 Q2	$696K	Buy	6,902 +1	+0%	+$96	0.09%	93
2026 Q1	$594K	Buy	6,901 +1	+0%	+$93	0.08%	96
2025 Q4	$658K	Hold	6,900	–	–	0.09%	93
2025 Q3	$647K	Hold	6,900	–	–	0.1%	93
2025 Q2	$762K	Hold	6,900	–	–	0.12%	81
2025 Q1	$732K	Buy	6,900 +1	+0%	+$115	0.13%	81
2024 Q4	$789K	Sell	6,899 -1,920	-22%	-$217K	0.14%	79
2024 Q3	$864K	Hold	8,819	–	–	0.16%	70
2024 Q2	$706K	Hold	8,819	–	–	0.15%	74
2024 Q1	$757K	Hold	8,819	–	–	0.16%	66
2023 Q4	$769K	Sell	8,819 -29	-0.3%	-$2.1K	0.18%	61
2023 Q3	$593K	Buy	8,848 +429	+5%	+$28.9K	0.16%	73
2023 Q2	$477K	Buy	8,419 +1	+0%	+$53	0.13%	84
2023 Q1	$464K	Hold	8,418	–	–	0.13%	84
2022 Q4	$618K	Hold	8,418	–	–	0.18%	68
2022 Q3	$683K	Hold	8,418	–	–	0.22%	57
2022 Q2	$609K	Buy	8,418 +1	+0%	+$79	0.19%	70
2022 Q1	$775K	Hold	8,417	–	–	0.22%	63
2021 Q4	$804K	Hold	8,417	–	–	0.23%	62
2021 Q3	$792K	Hold	8,417	–	–	0.25%	60
2021 Q2	$743K	Buy	8,417 +1	+0%	+$89	0.23%	62
2021 Q1	$746K	Sell	8,416 -90	-1%	-$7.12K	0.25%	60
2020 Q4	$548K	Sell	8,506 -89	-1%	-$4.59K	0.2%	71
2020 Q3	$306K	Buy	8,595 +101	+1%	+$4.02K	0.13%	97
2020 Q2	$357K	Hold	8,494	–	–	0.16%	77
2020 Q1	$319K	Hold	8,494	–	–	0.17%	75
2019 Q4	$544K	Hold	8,494	–	–	0.23%	60
2019 Q3	$482K	Hold	8,494	–	–	0.22%	58
2019 Q2	$488K	Hold	8,494	–	–	0.23%	59
2019 Q1	$465K	Hold	8,494	–	–	0.23%	61
2018 Q4	$392K	Hold	8,494	–	–	0.22%	61
2018 Q3	$511K	Sell	8,494 -100	-1%	-$6.33K	0.24%	56
2018 Q2	$527K	Hold	8,594	–	–	0.25%	54
2018 Q1	$552K	Hold	8,594	–	–	0.26%	54
2017 Q4	$570K	Sell	8,594 -35	-0.4%	-$2.33K	0.27%	55
2017 Q3	$578K	Hold	8,629	–	–	0.29%	52
2017 Q2	$542K	Hold	8,629	–	–	0.29%	54
2017 Q1	$573K	Hold	8,629	–	–	0.33%	51
2016 Q4	$598K	Hold	8,629	–	–	0.37%	47
2016 Q3	$467K	Sell	8,629 -900	-9%	-$48.6K	0.29%	52
2016 Q2	$465K	Hold	9,529	–	–	0.3%	51
2016 Q1	$467K	Buy	9,529 +1,567	+20%	+$74.7K	0.31%	50
2015 Q4	$409K	Buy	+7,962	New	+$422K	0.28%	53

Other funds holding PNFP

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Summit Asset Management's PNFP Position: Q2 2026 in Review

Summit Asset Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 0.01% in Q2 2026, buying an estimated $96 and bringing the position to 6,902 shares worth $696K. The position accounts for 0.09% of the portfolio, ranked #93.

Summit Asset Management first reported a position in PNFP in Q4 2015 and has held it in 43 quarters since. The position peaked at $864K in Q3 2024. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Summit Asset Management held 6,902 shares of Pinnacle Financial Partners Inc worth $696K as of Q2 2026.
Summit Asset Management bought 1 Pinnacle Financial Partners Inc share in Q2 2026, an estimated $96.
Pinnacle Financial Partners Inc made up 0.09% of Summit Asset Management's portfolio in Q2 2026, its #93 holding.
Summit Asset Management first reported a position in Pinnacle Financial Partners Inc in Q4 2015 and has held it in 43 quarters since.
Summit Asset Management's Pinnacle Financial Partners Inc position peaked at $864K in Q3 2024.
712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.