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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
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
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

Summit Trail Advisors's PNFP Position: Q1 2026 in Review

Summit Trail Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 67% in Q1 2026, buying an estimated $832K and bringing the position to 22,184 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #561.

Summit Trail Advisors first reported a position in PNFP in Q4 2017 and has held it in 5 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Summit Trail Advisors held 22,184 shares of Pinnacle Financial Partners Inc worth $1.91M as of Q1 2026.
  • Summit Trail Advisors bought 8,939 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $832K.
  • Pinnacle Financial Partners Inc made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #561 holding.
  • Summit Trail Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2017 and has held it in 5 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.