MIM
PNFP icon

Montgomery Investment Management’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Montgomery Investment 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 		$2.51M Hold
24,918
– – 0.76% 28
2026
Q1 		$2.15M Buy
+24,918
New +$2.32M 0.73% 33

Other funds holding PNFP

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Montgomery Investment Management's PNFP Position: Q2 2026 in Review

Montgomery Investment Management held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 24,918 shares worth $2.51M. The position accounts for 0.76% of the portfolio, ranked #28.

Montgomery Investment Management first reported a position in PNFP in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Montgomery Investment Management held 24,918 shares of Pinnacle Financial Partners Inc worth $2.51M as of Q2 2026.
  • Montgomery Investment Management left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.76% of Montgomery Investment Management's portfolio in Q2 2026, its #28 holding.
  • Montgomery Investment Management first reported a position in Pinnacle Financial Partners Inc in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.