Jones Financial Companies
PNFP icon

Jones Financial Companies’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Jones Financial Companies’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 		$3.85M Buy
38,142
+7,548
+25% +$724K ﹤0.01% 1302
2026
Q1 		$2.54M Buy
30,594
+12,175
+66% +$1.13M ﹤0.01% 1331
2025
Q4 		$1.76M Hold
18,419
– – ﹤0.01% 1013
2025
Q3 		$1.77M Buy
18,419
+15,732
+585% +$1.57M ﹤0.01% 903
2025
Q2 		$294K Buy
2,687
+316
+13% +$32.6K ﹤0.01% 1499
2025
Q1 		$249K Buy
2,371
+272
+13% +$31.2K ﹤0.01% 1409
2024
Q4 		$240K Buy
2,099
+166
+9% +$18.7K ﹤0.01% 1270
2024
Q3 		$187K Buy
+1,933
New +$178K ﹤0.01% 1151
2024
Q1 		– Sell
-9
Closed -$785 – 1431
2023
Q4 		$785 Buy
+9
New +$652 ﹤0.01% 977
2022
Q3 		– Sell
-18
Closed -$1K – 692
2022
Q2 		$1K Buy
+18
New +$1.42K ﹤0.01% 671
2022
Q1 		– Sell
-80
Closed -$8K – 805
2021
Q4 		$8K Hold
80
– – ﹤0.01% 586
2021
Q3 		$8K Sell
80
-20
-20% -$1.84K ﹤0.01% 524
2021
Q2 		$9K Buy
100
+41
+69% +$3.67K ﹤0.01% 487
2021
Q1 		$5K Buy
59
+39
+195% +$3.09K ﹤0.01% 627
2020
Q4 		$1K Buy
+20
New +$1.03K ﹤0.01% 658

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

Jones Financial Companies's PNFP Position: Q2 2026 in Review

Jones Financial Companies increased its Pinnacle Financial Partners Inc (PNFP) stake by 25% in Q2 2026, buying an estimated $724K and bringing the position to 38,142 shares worth $3.85M. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Jones Financial Companies first reported a position in PNFP in Q4 2020 and has held it in 15 quarters since. 712 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Jones Financial Companies held 38,142 shares of Pinnacle Financial Partners Inc worth $3.85M as of Q2 2026.
  • Jones Financial Companies bought 7,548 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $724K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1302 holding.
  • Jones Financial Companies first reported a position in Pinnacle Financial Partners Inc in Q4 2020 and has held it in 15 quarters since.
  • 712 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.