WAU
PNFP icon

Wellington-Altus USA’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Wellington-Altus USA’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 		$18.5K Hold
215
– – 0.01% 510
2026
Q1 		$21.7K Sell
215
-256
-54% -$23.8K 0.01% 509
2025
Q4 		$44.9K Buy
+471
New +$43.3K 0.03% 316

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

Wellington-Altus USA's PNFP Position: Q2 2026 in Review

Wellington-Altus USA held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 215 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #510.

Wellington-Altus USA first reported a position in PNFP in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.9K in Q4 2025. 721 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Wellington-Altus USA held 215 shares of Pinnacle Financial Partners Inc worth $18.5K as of Q2 2026.
  • Wellington-Altus USA left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #510 holding.
  • Wellington-Altus USA first reported a position in Pinnacle Financial Partners Inc in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Pinnacle Financial Partners Inc position peaked at $44.9K in Q4 2025.
  • 721 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.