TD Private Client Wealth’s Pinnacle Financial Partners Inc PNFP Stock Holding History

TD Private Client Wealth’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	$861	Sell	10 -7	-41%	-$651	﹤0.01%	1412
2025 Q4	$1.62K	Hold	17	–	–	﹤0.01%	1300
2025 Q3	$1.59K	Buy	17 +7	+70%	+$699	﹤0.01%	1272
2025 Q2	$1.1K	Hold	10	–	–	﹤0.01%	1282
2025 Q1	$1.06K	Hold	10	–	–	﹤0.01%	1286
2024 Q4	$1.14K	Hold	10	–	–	﹤0.01%	1246
2024 Q3	$980	Buy	+10	New	+$920	﹤0.01%	1234
2023 Q2	–	Sell	-23	Closed	-$1.27K	–	1277
2023 Q1	$1.27K	Hold	23	–	–	﹤0.01%	1178
2022 Q4	$1.69K	Hold	23	–	–	﹤0.01%	1123
2022 Q3	$1.86K	Hold	23	–	–	﹤0.01%	1115
2022 Q2	$1.66K	Hold	23	–	–	﹤0.01%	1146
2022 Q1	$2.12K	Hold	23	–	–	﹤0.01%	1164
2021 Q4	$2.2K	Hold	23	–	–	﹤0.01%	1010
2021 Q3	$2.16K	Hold	23	–	–	﹤0.01%	1029
2021 Q2	$2.03K	Hold	23	–	–	﹤0.01%	1042
2021 Q1	$2.04K	Hold	23	–	–	﹤0.01%	1003
2020 Q4	$1.48K	Hold	23	–	–	﹤0.01%	979
2020 Q3	$819	Hold	23	–	–	﹤0.01%	983
2020 Q2	$966	Buy	23 +16	+229%	+$635	﹤0.01%	962
2020 Q1	$263	Sell	7 -24	-77%	-$1.3K	﹤0.01%	1020
2019 Q4	$1.98K	Buy	+31	New	+$1.87K	﹤0.01%	909

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Private Client Wealth's PNFP Position: Q1 2026 in Review

TD Private Client Wealth reduced its Pinnacle Financial Partners Inc (PNFP) stake by 41% in Q1 2026, selling an estimated $651 and leaving 10 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

TD Private Client Wealth first reported a position in PNFP in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.2K in Q4 2021. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

TD Private Client Wealth held 10 shares of Pinnacle Financial Partners Inc worth $861 as of Q1 2026.
TD Private Client Wealth sold 7 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $651.
Pinnacle Financial Partners Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1412 holding.
TD Private Client Wealth first reported a position in Pinnacle Financial Partners Inc in Q4 2019 and has held it in 21 quarters since.
TD Private Client Wealth's Pinnacle Financial Partners Inc position peaked at $2.2K in Q4 2021.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.