Sunbeam Capital Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Sunbeam Capital 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 Q3	$950K	Buy	10,144 +130	+1%	+$13.1K	0.44%	46
2026 Q2	$1.01M	Buy	10,014 +53	+0.5%	+$5.09K	0.46%	45
2026 Q1	$858K	Sell	9,961 -19	-0.2%	-$1.77K	0.49%	42
2025 Q4	$952K	Buy	9,980 +25	+0.3%	+$2.3K	0.56%	35
2025 Q3	$934K	Buy	9,955 +25	+0.3%	+$2.5K	0.58%	37
2025 Q2	$1.1M	Buy	9,930 +23	+0.2%	+$2.37K	0.83%	27
2025 Q1	$1.05M	Buy	9,907 +20	+0.2%	+$2.29K	1%	25
2024 Q4	$1.13M	Buy	+9,887	New	+$1.11M	1.05%	23

Other funds holding PNFP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Sunbeam Capital Management's PNFP Position: Q3 2026 in Review

Sunbeam Capital Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 1.3% in Q3 2026, buying an estimated $13.1K and bringing the position to 10,144 shares worth $950K. The position accounts for 0.44% of the portfolio, ranked #46.

Sunbeam Capital Management first reported a position in PNFP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2024. 401 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

Sunbeam Capital Management held 10,144 shares of Pinnacle Financial Partners Inc worth $950K as of Q3 2026.
Sunbeam Capital Management bought 130 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $13.1K.
Pinnacle Financial Partners Inc made up 0.44% of Sunbeam Capital Management's portfolio in Q3 2026, its #46 holding.
Sunbeam Capital Management first reported a position in Pinnacle Financial Partners Inc in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's Pinnacle Financial Partners Inc position peaked at $1.13M in Q4 2024.
401 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.