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Valued Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Valued Wealth 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 		$203 Hold
2
– – ﹤0.01% 883
2026
Q1 		$173 Buy
+2
New +$186 ﹤0.01% 713

Other funds holding PNFP

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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 $3.37T AUM 44.26% 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

Valued Wealth Advisors's PNFP Position: Q2 2026 in Review

Valued Wealth Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 2 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Valued Wealth Advisors first reported a position in PNFP in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Valued Wealth Advisors held 2 shares of Pinnacle Financial Partners Inc worth $203 as of Q2 2026.
  • Valued Wealth Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #883 holding.
  • Valued Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 2 quarters since.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.