True Wealth Design’s Pinnacle Financial Partners Inc PNFP Stock Holding History

True Wealth Design’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	$101K	Hold	1,081	–	–	0.02%	274
2026 Q2	$109K	Sell	1,081 -251	-19%	-$24.1K	0.03%	235
2026 Q1	$115K	Buy	+1,332	New	+$124K	0.03%	180
2025 Q4	–	Sell	-1,362	Closed	-$128K	–	2762
2025 Q3	$128K	Buy	1,362 +930	+215%	+$92.8K	0.04%	122
2025 Q2	$47.7K	Buy	432 +409	+1,778%	+$42.2K	0.02%	211
2025 Q1	$2.44K	Buy	+23	New	+$2.63K	﹤0.01%	938

Other funds holding PNFP

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

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

True Wealth Design's PNFP Position: Q3 2026 in Review

True Wealth Design held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 1,081 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #274.

True Wealth Design first reported a position in PNFP in Q1 2025 and has held it in 6 quarters since. The position peaked at $128K in Q3 2025. 155 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

True Wealth Design held 1,081 shares of Pinnacle Financial Partners Inc worth $101K as of Q3 2026.
True Wealth Design left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
Pinnacle Financial Partners Inc made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #274 holding.
True Wealth Design first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Pinnacle Financial Partners Inc position peaked at $128K in Q3 2025.
155 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.