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BOLTON SECURITIES CORPORATION’s Pinnacle Financial Partners Inc PNFP Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$63K Hold
673
– – ﹤0.01% 1271
2026
Q2 		$67.9K Hold
673
– – ﹤0.01% 1235
2026
Q1 		$58K Buy
+673
New +$62.6K ﹤0.01% 1187

Other funds holding PNFP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PNFP Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 673 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

BOLTON SECURITIES CORPORATION first reported a position in PNFP in Q1 2026 and has held it in 3 quarters since. The position peaked at $67.9K in Q2 2026. 486 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 673 shares of Pinnacle Financial Partners Inc worth $63K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1271 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Pinnacle Financial Partners Inc position peaked at $67.9K in Q2 2026.
  • 486 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.