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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
Q2 		$16.7K Buy
165
+2
+1% +$192 ﹤0.01% 469
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 $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

JPL Wealth Management's PNFP Position: Q2 2026 in Review

JPL Wealth Management increased its Pinnacle Financial Partners Inc (PNFP) stake by 1.2% in Q2 2026, buying an estimated $192 and bringing the position to 165 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

JPL Wealth Management first reported a position in PNFP in Q3 2025 and has held it in 3 quarters since. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • JPL Wealth Management held 165 shares of Pinnacle Financial Partners Inc worth $16.7K as of Q2 2026.
  • JPL Wealth Management bought 2 Pinnacle Financial Partners Inc shares in Q2 2026, an estimated $192.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #469 holding.
  • JPL Wealth Management first reported a position in Pinnacle Financial Partners Inc in Q3 2025 and has held it in 3 quarters since.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.