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

Wealth Preservation 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 		$1.02M Buy
10,138
+9,138
+914% +$877K 0.58% 23
2026
Q1 		$86.1K Sell
1,000
-1,200
-55% -$112K 0.07% 118
2025
Q4 		$210K Sell
2,200
-1,000
-31% -$91.9K 0.11% 88
2025
Q3 		$300K Buy
3,200
+2,000
+167% +$200K 0.17% 62
2025
Q2 		$132K Hold
1,200
– – 0.08% 112
2025
Q1 		$127K Buy
+1,200
New +$137K 0.09% 107

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 $3.37T 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

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

Wealth Preservation Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 914% in Q2 2026, buying an estimated $877K and bringing the position to 10,138 shares worth $1.02M. The position accounts for 0.58% of the portfolio, ranked #23.

Wealth Preservation Advisors first reported a position in PNFP in Q1 2025 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Wealth Preservation Advisors held 10,138 shares of Pinnacle Financial Partners Inc worth $1.02M as of Q2 2026.
  • Wealth Preservation Advisors bought 9,138 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $877K.
  • Pinnacle Financial Partners Inc made up 0.58% of Wealth Preservation Advisors's portfolio in Q2 2026, its #23 holding.
  • Wealth Preservation Advisors first reported a position in Pinnacle Financial Partners Inc in Q1 2025 and has held it in 6 quarters since.
  • 716 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

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