Waypoint Wealth Counsel’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Waypoint Wealth Counsel’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	$253K	Buy	+2,940	New	+$274K	0.13%	175

Other funds holding PNFP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Waypoint Wealth Counsel's PNFP Position: Q1 2026 in Review

Waypoint Wealth Counsel opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 2,940 shares worth $253K. The stake represents 0.13% of the portfolio and ranks #175 among its holdings.

661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

Waypoint Wealth Counsel held 2,940 shares of Pinnacle Financial Partners Inc worth $253K as of Q1 2026.
Pinnacle Financial Partners Inc was a new Waypoint Wealth Counsel position in Q1 2026.
Pinnacle Financial Partners Inc made up 0.13% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #175 holding.
661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.