Summit Trail Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Summit Trail Advisors’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	$2.24M	Sell	22,175 -9	-0%	-$864	0.03%	538
2026 Q1	$1.91M	Buy	22,184 +8,939	+67%	+$832K	0.03%	561
2025 Q4	$1.26M	Sell	13,245 -2,513	-16%	-$231K	0.02%	678
2025 Q3	$1.48M	Buy	15,758 +11,103	+239%	+$1.11M	0.02%	610
2025 Q2	$514K	Buy	+4,655	New	+$480K	0.01%	731
2018 Q1	–	Sell	-92	Closed	-$6K	–	1336
2017 Q4	$6K	Buy	+92	New	+$6.12K	﹤0.01%	1371

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 Trail Advisors's PNFP Position: Q2 2026 in Review

Summit Trail Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 0.04% in Q2 2026, selling an estimated $864 and leaving 22,175 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #538.

Summit Trail Advisors first reported a position in PNFP in Q4 2017 and has held it in 6 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

Summit Trail Advisors held 22,175 shares of Pinnacle Financial Partners Inc worth $2.24M as of Q2 2026.
Summit Trail Advisors sold 9 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $864.
Pinnacle Financial Partners Inc made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #538 holding.
Summit Trail Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 6 quarters since.
719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.