Jamison Private Wealth Management
PNFP icon

Jamison Private Wealth Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Jamison Private Wealth Management’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 		$320K Buy
3,415
+902
+36% +$91K 0.03% 196
2026
Q2 		$253K Buy
2,513
+12
+0.5% +$1.15K 0.03% 207
2026
Q1 		$215K Buy
+2,501
New +$233K 0.03% 205

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jamison Private Wealth Management's PNFP Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 36% in Q3 2026, buying an estimated $91K and bringing the position to 3,415 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #196.

Jamison Private Wealth Management first reported a position in PNFP in Q1 2026 and has held it in 3 quarters since. 349 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

  • Jamison Private Wealth Management held 3,415 shares of Pinnacle Financial Partners Inc worth $320K as of Q3 2026.
  • Jamison Private Wealth Management bought 902 Pinnacle Financial Partners Inc shares in Q3 2026, an estimated $91K.
  • Pinnacle Financial Partners Inc made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Jamison Private Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 3 quarters since.
  • 349 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.