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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
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 $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

United Capital Financial Advisors's PNFP Position: Q1 2026 in Review

United Capital Financial Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 44% in Q1 2026, buying an estimated $181K and bringing the position to 6,351 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

United Capital Financial Advisors first reported a position in PNFP in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.68M in Q1 2022. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • United Capital Financial Advisors held 6,351 shares of Pinnacle Financial Partners Inc worth $547K as of Q1 2026.
  • United Capital Financial Advisors bought 1,944 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $181K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1022 holding.
  • United Capital Financial Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Pinnacle Financial Partners Inc position peaked at $4.68M in Q1 2022.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.