James T. Borello RIA
PNFP icon

James T. Borello RIA’s Pinnacle Financial Partners Inc PNFP Stock Holding History

James T. Borello RIA’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
Q3 		$4.31K Buy
46
+2
+5% +$202 ﹤0.01% 820
2026
Q2 		$4.44K Buy
44
+40
+1,000% +$3.84K ﹤0.01% 820
2026
Q1 		$345 Buy
+4
New +$372 ﹤0.01% 1071

Other funds holding PNFP

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Community Trust & Investment
Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Asio Capital
Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

James T. Borello RIA's PNFP Position: Q3 2026 in Review

James T. Borello RIA increased its Pinnacle Financial Partners Inc (PNFP) stake by 4.5% in Q3 2026, buying an estimated $202 and bringing the position to 46 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

James T. Borello RIA first reported a position in PNFP in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.44K in Q2 2026. 155 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • James T. Borello RIA held 46 shares of Pinnacle Financial Partners Inc worth $4.31K as of Q3 2026.
  • James T. Borello RIA bought 2 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $202.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #820 holding.
  • James T. Borello RIA first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Pinnacle Financial Partners Inc position peaked at $4.44K in Q2 2026.
  • 155 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.