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

JPL 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
Q1 		$14.1K Buy
+163
New +$15.2K ﹤0.01% 465
2025
Q4 		– Sell
-142
Closed -$13.3K – 853
2025
Q3 		$13.3K Buy
+142
New +$14.2K ﹤0.01% 479

Other funds holding PNFP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JPL Wealth Management's PNFP Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Pinnacle Financial Partners Inc (PNFP) in Q1 2026: 163 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in PNFP as recently as Q3 2025.

JPL Wealth Management first reported a position in PNFP in Q3 2025 and has held it in 2 quarters since. 661 funds tracked by Wall St. Rank hold PNFP as of Q1 2026.

  • JPL Wealth Management held 163 shares of Pinnacle Financial Partners Inc worth $14.1K as of Q1 2026.
  • Pinnacle Financial Partners Inc was a new JPL Wealth Management position in Q1 2026.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #465 holding.
  • JPL Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 2 quarters since.
  • 661 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.