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JFS Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

JFS Wealth Advisors’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 		$10.9K Buy
108
+3
+3% +$288 ﹤0.01% 976
2026
Q1 		$9.04K Buy
105
+26
+33% +$2.42K ﹤0.01% 989
2025
Q4 		$7.54K Buy
79
+21
+36% +$1.93K ﹤0.01% 1082
2025
Q3 		$5.44K Hold
58
– – ﹤0.01% 1084
2025
Q2 		$6.4K Hold
58
– – ﹤0.01% 998
2025
Q1 		$6.15K Hold
58
– – ﹤0.01% 1040
2024
Q4 		$6.63K Hold
58
– – ﹤0.01% 1005
2024
Q3 		$5.68K Buy
58
+2
+4% +$184 ﹤0.01% 1077
2024
Q2 		$4.48K Hold
56
– – ﹤0.01% 1110
2024
Q1 		$4.81K Hold
56
– – ﹤0.01% 1114
2023
Q4 		$4.88K Sell
56
-7
-11% -$507 ﹤0.01% 1066
2023
Q3 		$4.22K Buy
63
+21
+50% +$1.42K ﹤0.01% 1061
2023
Q2 		$2.38K Buy
42
+34
+425% +$1.79K ﹤0.01% 1317
2023
Q1 		$442 Sell
8
-39
-83% -$2.74K ﹤0.01% 1737
2022
Q4 		$3.45K Sell
47
-16
-25% -$1.28K ﹤0.01% 1146
2022
Q3 		$5K Buy
63
+54
+600% +$4.32K ﹤0.01% 1002
2022
Q2 		$1K Sell
9
-35
-80% -$2.76K ﹤0.01% 1613
2022
Q1 		$4K Buy
44
+25
+132% +$2.47K ﹤0.01% 1165
2021
Q4 		$2K Buy
+19
New +$1.86K ﹤0.01% 1136

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

JFS Wealth Advisors's PNFP Position: Q2 2026 in Review

JFS Wealth Advisors increased its Pinnacle Financial Partners Inc (PNFP) stake by 2.9% in Q2 2026, buying an estimated $288 and bringing the position to 108 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

JFS Wealth Advisors first reported a position in PNFP in Q4 2021 and has held it in 19 quarters since. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • JFS Wealth Advisors held 108 shares of Pinnacle Financial Partners Inc worth $10.9K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $288.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #976 holding.
  • JFS Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q4 2021 and has held it in 19 quarters since.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.