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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

True Wealth Design's PNFP Position: Q2 2026 in Review

True Wealth Design reduced its Pinnacle Financial Partners Inc (PNFP) stake by 19% in Q2 2026, selling an estimated $24.1K and leaving 1,081 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #235.

True Wealth Design first reported a position in PNFP in Q1 2025 and has held it in 5 quarters since. The position peaked at $128K in Q3 2025. 716 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • True Wealth Design held 1,081 shares of Pinnacle Financial Partners Inc worth $109K as of Q2 2026.
  • True Wealth Design sold 251 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $24.1K.
  • Pinnacle Financial Partners Inc made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #235 holding.
  • True Wealth Design first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Pinnacle Financial Partners Inc position peaked at $128K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.