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Summit Securities Group’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Summit Securities Group’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 		– Sell
-721
Closed -$68.8K – 1309
2025
Q4 		$68.8K Buy
+721
New +$66.2K 0.01% 543
2025
Q2 		– Sell
-1
Closed -$106 – 1348
2025
Q1 		$106 Buy
+1
New +$115 ﹤0.01% 746

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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Securities Group's PNFP Position: Q1 2026 in Review

Summit Securities Group sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2026, closing a stake of 721 shares — an estimated $68.8K sold.

Summit Securities Group first reported a position in PNFP in Q1 2025 and held it in 2 quarters. The position peaked at $68.8K in Q4 2025. 664 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Summit Securities Group reported no remaining Pinnacle Financial Partners Inc position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 721 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $68.8K.
  • Summit Securities Group first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Pinnacle Financial Partners Inc position peaked at $68.8K in Q4 2025.
  • 664 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.