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Twin Peaks Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Twin Peaks Wealth Advisors’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 		$6.46K Buy
+75
New +$6.98K ﹤0.01% 1278
2025
Q3 		– Sell
-10
Closed -$924 – 1580
2025
Q2 		$924 Buy
+10
New +$1.03K ﹤0.01% 1789

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's PNFP Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 75 shares worth $6.46K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in PNFP as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in PNFP in Q2 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Twin Peaks Wealth Advisors held 75 shares of Pinnacle Financial Partners Inc worth $6.46K as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1278 holding.
  • Twin Peaks Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.