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

Swiss Life 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 		$1.5M Sell
14,903
-9,874
-40% -$948K 0.01% 622
2026
Q1 		$1.44M Buy
+24,777
New +$2.31M 0.01% 592
2025
Q4 		– Sell
-3,609
Closed -$338K – 1407
2025
Q3 		$338K Buy
3,609
+1,611
+81% +$161K ﹤0.01% 853
2025
Q2 		$221K Buy
+1,998
New +$206K ﹤0.01% 790

Other funds holding PNFP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.34B AUM 6.47% 1-Year Est. Return

Swiss Life Asset Management's PNFP Position: Q2 2026 in Review

Swiss Life Asset Management reduced its Pinnacle Financial Partners Inc (PNFP) stake by 40% in Q2 2026, selling an estimated $948K and leaving 14,903 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #622.

Swiss Life Asset Management first reported a position in PNFP in Q2 2025 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Swiss Life Asset Management held 14,903 shares of Pinnacle Financial Partners Inc worth $1.5M as of Q2 2026.
  • Swiss Life Asset Management sold 9,874 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $948K.
  • Pinnacle Financial Partners Inc made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #622 holding.
  • Swiss Life Asset Management first reported a position in Pinnacle Financial Partners Inc in Q2 2025 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.