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Waverly Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Waverly 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 		$2.96M Buy
34,334
+30,073
+706% +$2.8M 0.02% 553
2025
Q4 		$407K Buy
4,261
+1,803
+73% +$166K ﹤0.01% 1091
2025
Q3 		$231K Buy
+2,458
New +$245K ﹤0.01% 1150

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

Waverly Advisors's PNFP Position: Q1 2026 in Review

Waverly Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 706% in Q1 2026, buying an estimated $2.8M and bringing the position to 34,334 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #553.

Waverly Advisors first reported a position in PNFP in Q3 2025 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • Waverly Advisors held 34,334 shares of Pinnacle Financial Partners Inc worth $2.96M as of Q1 2026.
  • Waverly Advisors bought 30,073 Pinnacle Financial Partners Inc shares in Q1 2026, an estimated $2.8M.
  • Pinnacle Financial Partners Inc made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #553 holding.
  • Waverly Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 3 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

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