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United Capital Financial Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

United Capital Financial 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
Q2 		$755K Buy
7,480
+1,129
+18% +$108K ﹤0.01% 929
2026
Q1 		$547K Buy
6,351
+1,944
+44% +$181K ﹤0.01% 1022
2025
Q4 		$420K Sell
4,407
-1,631
-27% -$150K ﹤0.01% 1035
2025
Q3 		$566K Buy
6,038
+4,132
+217% +$413K ﹤0.01% 827
2025
Q2 		$210K Sell
1,906
-106
-5% -$10.9K ﹤0.01% 1036
2025
Q1 		$213K Sell
2,012
-47
-2% -$5.38K ﹤0.01% 994
2024
Q4 		$236K Sell
2,059
-87
-4% -$9.81K ﹤0.01% 970
2024
Q3 		$210K Buy
+2,146
New +$197K ﹤0.01% 995
2024
Q2 		– Sell
-2,477
Closed -$213K – 1093
2024
Q1 		$213K Sell
2,477
-280
-10% -$23.5K ﹤0.01% 1005
2023
Q4 		$240K Buy
+2,757
New +$200K ﹤0.01% 943
2023
Q1 		– Sell
-36,146
Closed -$2.65M – 1047
2022
Q4 		$2.65M Sell
36,146
-16,558
-31% -$1.33M 0.01% 431
2022
Q3 		$4.27M Sell
52,704
-5,397
-9% -$431K 0.03% 346
2022
Q2 		$4.2M Buy
58,101
+7,271
+14% +$574K 0.02% 362
2022
Q1 		$4.68M Buy
50,830
+7,500
+17% +$741K 0.02% 374
2021
Q4 		$4.14M Buy
+43,330
New +$4.24M 0.02% 402

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's PNFP Position: Q2 2026 in Review

United Capital Financial Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 18% in Q2 2026, buying an estimated $108K and bringing the position to 7,480 shares worth $755K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

United Capital Financial Advisors first reported a position in PNFP in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.68M in Q1 2022. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • United Capital Financial Advisors held 7,480 shares of Pinnacle Financial Partners Inc worth $755K as of Q2 2026.
  • United Capital Financial Advisors bought 1,129 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $108K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #929 holding.
  • United Capital Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 15 quarters since.
  • United Capital Financial Advisors's Pinnacle Financial Partners Inc position peaked at $4.68M in Q1 2022.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.