PINNACLE FINL PARTNERS INC

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PFZ·72346Q104·GR·equity·Unknown - Unknown-13D/G

PFZ (PINNACLE FINL PARTNERS INC) is held by 3 institutional investors as of Q1 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($6.2M), Corient Private Wealth LLC ($3.4M), HUNTINGTON NATIONAL BANK ($95). Net institutional sentiment: Bearish.

3

Holders

Avg rating(13 Elite)

$9.7M

Total Value

1% (177)

Fund Consensus

1 buying - 176 selling

Smart Money Verdict

View all

43Weak MomentumConfirmed

Institutional (13F)40

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how PFZ's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

53

★★★★

Strong

58

★★★

Solid

38

★★

Below

14

★

Weak

Held by 3 funds

13 elite

Who's Trading

ActivistThe Vanguard Group0.0%Mar 26, 2026

ActivistAQR Capital Management, LLC6.9%Feb 13, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (3)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	77,605(-16.0%)	$6.2M	0.0%	0.00%	0
Corient Private Wealth LLC	Increased	39,852(+138.1%)	$3.4M	0.0%	0.00%	43
HUNTINGTON NATIONAL BANK	Decreased	1(-99.8%)	$95	0.0%	0.00%	0
FIRST TRUST ADVISORS LP	Exited	0(-100.0%)	$61.1M	0.0%	0.00%	0
Pictet Asset Management Holding SA	Exited	0(-100.0%)	$6.2M	0.0%	0.00%	0
Arizona State Retirement System	Exited	0(-100.0%)	$2.1M	0.0%	0.00%	0
BARCLAYS PLC	Exited	0(-100.0%)	$16.1M	0.0%	0.00%	0
PRINCIPAL FINANCIAL GROUP INC	Exited	0(-100.0%)	$69.2M	0.0%	0.00%	0
ALLIANCEBERNSTEIN L.P.	Exited	0(-100.0%)	$11.4M	0.0%	0.00%	0
INTECH INVESTMENT MANAGEMENT LLC	Exited	0(-100.0%)	$7.8M	0.0%	0.00%	0
Invesco Ltd.	Exited	0(-100.0%)	$208.8M	0.0%	0.00%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$703,840	0.0%	0.00%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Exited	0(-100.0%)	$4.3M	0.0%	0.00%	0
Alberta Investment Management Corp	Exited	0(-100.0%)	$2.4M	0.0%	0.00%	0
PEAK6 LLC	Exited	0(-100.0%)	$90,830	0.0%	0.00%	0
BANK OF MONTREAL /CAN/	Exited	0(-100.0%)	$731,413	0.0%	0.00%	0
MAI Capital Management	Exited	0(-100.0%)	$26,238	0.0%	0.00%	0
STATE STREET CORP	Exited	0(-100.0%)	$329.3M	0.0%	0.00%	0
Cerity Partners LLC	Exited	0(-100.0%)	$7.9M	0.0%	0.00%	0
OneDigital Investment Advisors LLC	Exited	0(-100.0%)	$476,096	0.0%	0.00%	0

Showing 1-20 of 176

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer