UMB Bank’s Pinnacle Financial Partners Inc PNFP Stock Holding History

UMB Bank’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	$245K	Sell	2,617 -43	-2%	-$4.34K	﹤0.01%	661
2026 Q2	$268K	Buy	+2,660	New	+$255K	﹤0.01%	649
2026 Q1	–	Sell	-1,347	Closed	-$129K	–	2344
2025 Q4	$129K	Buy	1,347 +475	+54%	+$43.6K	﹤0.01%	835
2025 Q3	$81.8K	Sell	872 -257	-23%	-$25.7K	﹤0.01%	955
2025 Q2	$125K	Buy	1,129 +271	+32%	+$28K	﹤0.01%	750
2025 Q1	$91K	Buy	858 +122	+17%	+$14K	﹤0.01%	798
2024 Q4	$84.2K	Buy	736 +239	+48%	+$27K	﹤0.01%	743
2024 Q3	$48.7K	Buy	497 +226	+83%	+$20.8K	﹤0.01%	881
2024 Q2	$21.7K	Sell	271 -24	-8%	-$1.92K	﹤0.01%	1041
2024 Q1	$25.3K	Buy	295 +22	+8%	+$1.85K	﹤0.01%	1004
2023 Q4	$23.8K	Hold	273	–	–	﹤0.01%	1013
2023 Q3	$18.3K	Hold	273	–	–	﹤0.01%	1106
2023 Q2	$15.5K	Hold	273	–	–	﹤0.01%	1160
2023 Q1	$15.1K	Hold	273	–	–	﹤0.01%	1170
2022 Q4	$20K	Hold	273	–	–	﹤0.01%	1111
2022 Q3	$22K	Sell	273 -34	-11%	-$2.72K	﹤0.01%	1086
2022 Q2	$22K	Hold	307	–	–	﹤0.01%	1143
2022 Q1	$28K	Hold	307	–	–	﹤0.01%	1136
2021 Q4	$29K	Buy	+307	New	+$30K	﹤0.01%	1157

Other funds holding PNFP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

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

UMB Bank's PNFP Position: Q3 2026 in Review

UMB Bank reduced its Pinnacle Financial Partners Inc (PNFP) stake by 1.6% in Q3 2026, selling an estimated $4.34K and leaving 2,617 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

UMB Bank first reported a position in PNFP in Q4 2021 and has held it in 19 quarters since. The position peaked at $268K in Q2 2026. 506 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

UMB Bank held 2,617 shares of Pinnacle Financial Partners Inc worth $245K as of Q3 2026.
UMB Bank sold 43 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $4.34K.
Pinnacle Financial Partners Inc made up ﹤0.01% of UMB Bank's portfolio in Q3 2026, its #661 holding.
UMB Bank first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Pinnacle Financial Partners Inc position peaked at $268K in Q2 2026.
506 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.