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

UBS Group’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 		$63.1M Buy
732,725
+325,353
+80% +$30.3M 0.01% 1406
2025
Q4 		$38.9M Buy
407,372
+29,074
+8% +$2.67M 0.01% 1892
2025
Q3 		$35.5M Buy
378,298
+242,851
+179% +$24.2M 0.01% 1979
2025
Q2 		$15M Sell
135,447
-94,740
-41% -$9.78M ﹤0.01% 2683
2025
Q1 		$24.4M Sell
230,187
-192,895
-46% -$22.1M ﹤0.01% 2147
2024
Q4 		$48.4M Buy
423,082
+321,224
+315% +$36.2M 0.01% 1497
2024
Q3 		$9.98M Sell
101,858
-217
-0.2% -$20K ﹤0.01% 2369
2024
Q2 		$8.17M Buy
102,075
+18,330
+22% +$1.46M ﹤0.01% 2405
2024
Q1 		$7.19M Buy
83,745
+53,185
+174% +$4.47M ﹤0.01% 2582
2023
Q4 		$2.67M Sell
30,560
-5,651
-16% -$409K ﹤0.01% 3506
2023
Q3 		$2.43M Buy
36,211
+2,846
+9% +$192K ﹤0.01% 3258
2023
Q2 		$1.89M Sell
33,365
-27,645
-45% -$1.46M ﹤0.01% 3583
2023
Q1 		$3.37M Buy
61,010
+17,690
+41% +$1.24M ﹤0.01% 2892
2022
Q4 		$3.18M Buy
43,320
+20,000
+86% +$1.61M ﹤0.01% 2922
2022
Q3 		$1.89M Sell
23,320
-20,301
-47% -$1.62M ﹤0.01% 3205
2022
Q2 		$3.15M Buy
43,621
+7,356
+20% +$580K ﹤0.01% 2750
2022
Q1 		$3.34M Sell
36,265
-47,761
-57% -$4.72M ﹤0.01% 2956
2021
Q4 		$8.03M Sell
84,026
-10,559
-11% -$1.03M ﹤0.01% 2348
2021
Q3 		$8.9M Sell
94,585
-40,192
-30% -$3.7M ﹤0.01% 2122
2021
Q2 		$11.9M Sell
134,777
-12,859
-9% -$1.15M ﹤0.01% 1890
2021
Q1 		$13.1M Buy
147,636
+73,153
+98% +$5.79M ﹤0.01% 1736
2020
Q4 		$4.8M Sell
74,483
-57,728
-44% -$2.98M ﹤0.01% 2487
2020
Q3 		$4.71M Buy
132,211
+64,690
+96% +$2.57M ﹤0.01% 2263
2020
Q2 		$2.83M Buy
67,521
+15,310
+29% +$607K ﹤0.01% 2554
2020
Q1 		$1.96M Sell
52,211
-43,008
-45% -$2.33M ﹤0.01% 2781
2019
Q4 		$6.09M Sell
95,219
-2,193
-2% -$132K ﹤0.01% 2419
2019
Q3 		$5.53M Sell
97,412
-24,828
-20% -$1.39M ﹤0.01% 2288
2019
Q2 		$7.03M Sell
122,240
-58,020
-32% -$3.27M ﹤0.01% 2051
2019
Q1 		$9.86M Buy
180,260
+8,317
+5% +$459K ﹤0.01% 1684
2018
Q4 		$7.93M Buy
171,943
+38,466
+29% +$2.04M ﹤0.01% 1767
2018
Q3 		$8.03M Buy
133,477
+39,556
+42% +$2.51M ﹤0.01% 1956
2018
Q2 		$5.76M Sell
93,921
-1,878
-2% -$122K ﹤0.01% 2217
2018
Q1 		$6.15M Sell
95,799
-20,605
-18% -$1.35M ﹤0.01% 2121
2017
Q4 		$7.72M Buy
116,404
+23,635
+25% +$1.57M ﹤0.01% 1944
2017
Q3 		$6.21M Buy
92,769
+25,985
+39% +$1.64M ﹤0.01% 2010
2017
Q2 		$4.19M Sell
66,784
-24,031
-26% -$1.52M ﹤0.01% 2313
2017
Q1 		$6.04M Buy
90,815
+74,951
+472% +$5.06M ﹤0.01% 1931
2016
Q4 		$1.1M Sell
15,864
-10,608
-40% -$641K ﹤0.01% 3467
2016
Q3 		$1.43M Sell
26,472
-17,093
-39% -$922K ﹤0.01% 3134
2016
Q2 		$2.13M Buy
43,565
+19,914
+84% +$975K ﹤0.01% 2732
2016
Q1 		$1.16M Sell
23,651
-1,576
-6% -$75.2K ﹤0.01% 3125
2015
Q4 		$1.3M Buy
25,227
+14,102
+127% +$747K ﹤0.01% 3187
2015
Q3 		$549K Buy
11,125
+1,635
+17% +$82.7K ﹤0.01% 3830
2015
Q2 		$516K Buy
9,490
+105
+1% +$5.2K ﹤0.01% 4096
2015
Q1 		$417K Sell
9,385
-3,898
-29% -$157K ﹤0.01% 4286
2014
Q4 		$525K Buy
+13,283
New +$499K ﹤0.01% 4154

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 Group's PNFP Position: Q1 2026 in Review

UBS Group increased its Pinnacle Financial Partners Inc (PNFP) stake by 80% in Q1 2026, buying an estimated $30.3M and bringing the position to 732,725 shares worth $63.1M. The position accounts for 0.01% of the portfolio, ranked #1406.

UBS Group first reported a position in PNFP in Q4 2014 and has held it in 46 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • UBS Group held 732,725 shares of Pinnacle Financial Partners Inc worth $63.1M as of Q1 2026.
  • UBS Group bought 325,353 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $30.3M.
  • Pinnacle Financial Partners Inc made up 0.01% of UBS Group's portfolio in Q1 2026, its #1406 holding.
  • UBS Group first reported a position in Pinnacle Financial Partners Inc in Q4 2014 and has held it in 46 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.