UBS AM
PNFP icon

UBS AM’s Pinnacle Financial Partners Inc PNFP Stock Holding History

UBS AM’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 		$334K Buy
3,882
+3,433
+765% +$319K ﹤0.01% 2635
2025
Q4 		$42.8K Sell
449
-210,394
-100% -$19.3M ﹤0.01% 2640
2025
Q3 		$19.8M Sell
210,843
-145,930
-41% -$14.6M ﹤0.01% 833
2025
Q2 		$39.4M Buy
356,773
+83,845
+31% +$8.65M 0.01% 779
2025
Q1 		$28.9M Buy
272,928
+18,456
+7% +$2.11M 0.01% 823
2024
Q4 		$29.1M Buy
254,472
+54,340
+27% +$6.13M 0.01% 811
2024
Q3 		$19.6M Buy
200,132
+1,290
+0.6% +$119K 0.01% 957
2024
Q2 		$15.9M Buy
198,842
+86,894
+78% +$6.93M ﹤0.01% 954
2024
Q1 		$9.61M Hold
111,948
– – ﹤0.01% 1015
2023
Q4 		$9.76M Buy
111,948
+13,027
+13% +$944K ﹤0.01% 991
2023
Q3 		$6.63M Sell
98,921
-2,697
-3% -$182K ﹤0.01% 1115
2023
Q2 		$5.61M Hold
101,618
– – ﹤0.01% 1178
2023
Q1 		$5.61M Sell
101,618
-6,824
-6% -$479K ﹤0.01% 1178
2022
Q4 		$7.96M Buy
108,442
+2,313
+2% +$186K ﹤0.01% 1020
2022
Q3 		$8.61M Sell
106,129
-11,220
-10% -$897K ﹤0.01% 1006
2022
Q2 		$8.49M Sell
117,349
-918
-0.8% -$72.4K ﹤0.01% 1023
2022
Q1 		$10.9M Sell
118,267
-15,946
-12% -$1.58M ﹤0.01% 1039
2021
Q4 		$12.8M Sell
134,213
-5,326
-4% -$521K ﹤0.01% 1036
2021
Q3 		$13.1M Buy
139,539
+1,181
+0.9% +$109K 0.01% 989
2021
Q2 		$12.2M Buy
138,358
+11,657
+9% +$1.04M 0.01% 1051
2021
Q1 		$11.2M Buy
126,701
+12,645
+11% +$1M 0.01% 1048
2020
Q4 		$7.35M Buy
114,056
+15,563
+16% +$802K ﹤0.01% 1159
2020
Q3 		$3.51M Buy
98,493
+2,694
+3% +$107K ﹤0.01% 1304
2020
Q2 		$4.02M Sell
95,799
-12,898
-12% -$512K ﹤0.01% 1212
2020
Q1 		$4.08M Buy
108,697
+18,023
+20% +$976K ﹤0.01% 1116
2019
Q4 		$5.8M Buy
90,674
+6,701
+8% +$404K ﹤0.01% 1133
2019
Q3 		$4.77M Buy
83,973
+2,512
+3% +$140K ﹤0.01% 1220
2019
Q2 		$4.68M Sell
81,461
-168,189
-67% -$9.47M ﹤0.01% 1227
2019
Q1 		$13.7M Sell
249,650
-8,763
-3% -$484K 0.01% 847
2018
Q4 		$11.9M Buy
258,413
+7,427
+3% +$394K 0.01% 822
2018
Q3 		$15.1M Buy
250,986
+4,818
+2% +$305K 0.01% 837
2018
Q2 		$15.1M Sell
246,168
-1,337
-0.5% -$86.9K 0.01% 842
2018
Q1 		$15.9M Buy
247,505
+72,765
+42% +$4.76M 0.01% 811
2017
Q4 		$11.6M Sell
174,740
-4,510
-3% -$300K 0.01% 881
2017
Q3 		$12M Buy
179,250
+17,857
+11% +$1.13M 0.01% 860
2017
Q2 		$10.1M Sell
161,393
-27,927
-15% -$1.77M 0.01% 901
2017
Q1 		$12.6M Buy
189,320
+10,221
+6% +$690K 0.01% 849
2016
Q4 		$12.4M Sell
179,099
-10,388
-5% -$627K 0.01% 819
2016
Q3 		$10.2M Buy
189,487
+45,201
+31% +$2.44M 0.01% 873
2016
Q2 		$7.05M Buy
144,286
+126,831
+727% +$6.21M 0.01% 946
2016
Q1 		$856K Sell
17,455
-4,356
-20% -$208K ﹤0.01% 1699
2015
Q4 		$1.12M Buy
21,811
+600
+3% +$31.8K ﹤0.01% 1699
2015
Q3 		$1.05M Buy
21,211
+4,900
+30% +$248K ﹤0.01% 1705
2015
Q2 		$887K Buy
16,311
+1,513
+10% +$74.9K ﹤0.01% 1735
2015
Q1 		$658K Buy
14,798
+400
+3% +$16.1K ﹤0.01% 1826
2014
Q4 		$569K Hold
14,398
– – ﹤0.01% 1874
2014
Q3 		$520K Hold
14,398
– – ﹤0.01% 1862
2014
Q2 		$568K Hold
14,398
– – ﹤0.01% 1841
2014
Q1 		$540K Buy
14,398
+800
+6% +$27.6K ﹤0.01% 1846
2013
Q4 		$442K Sell
13,598
-800
-6% -$25.2K ﹤0.01% 1876
2013
Q3 		$429K Hold
14,398
– – ﹤0.01% 1864
2013
Q2 		$370K Buy
+14,398
New +$355K ﹤0.01% 1860

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

UBS AM's PNFP Position: Q1 2026 in Review

UBS AM increased its Pinnacle Financial Partners Inc (PNFP) stake by 765% in Q1 2026, buying an estimated $319K and bringing the position to 3,882 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

UBS AM first reported a position in PNFP in Q2 2013 and has held it in 52 quarters since. The position peaked at $39.4M in Q2 2025. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • UBS AM held 3,882 shares of Pinnacle Financial Partners Inc worth $334K as of Q1 2026.
  • UBS AM bought 3,433 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $319K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2635 holding.
  • UBS AM first reported a position in Pinnacle Financial Partners Inc in Q2 2013 and has held it in 52 quarters since.
  • UBS AM's Pinnacle Financial Partners Inc position peaked at $39.4M in Q2 2025.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.