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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
Q2 		$3.26M Sell
32,292
-2,042
-6% -$196K 0.02% 574
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 $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

Waverly Advisors's PNFP Position: Q2 2026 in Review

Waverly Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 5.9% in Q2 2026, selling an estimated $196K and leaving 32,292 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #574.

Waverly Advisors first reported a position in PNFP in Q3 2025 and has held it in 4 quarters since. 722 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Waverly Advisors held 32,292 shares of Pinnacle Financial Partners Inc worth $3.26M as of Q2 2026.
  • Waverly Advisors sold 2,042 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $196K.
  • Pinnacle Financial Partners Inc made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #574 holding.
  • Waverly Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 4 quarters since.
  • 722 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.