Compass Ion Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Compass Ion 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 Q3	$812K	Hold	8,671	–	–	0.07%	143
2026 Q2	$875K	Hold	8,671	–	–	0.08%	133
2026 Q1	$747K	Sell	8,671 -6	-0.1%	-$558	0.07%	142
2025 Q4	$828K	Sell	8,677 -644	-7%	-$59.2K	0.08%	129
2025 Q3	$874K	Hold	9,321	–	–	0.08%	125
2025 Q2	$1.03M	Hold	9,321	–	–	0.11%	100
2025 Q1	$989K	Hold	9,321	–	–	0.12%	96
2024 Q4	$1.07M	Hold	9,321	–	–	0.13%	96
2024 Q3	$913K	Hold	9,321	–	–	0.11%	107
2024 Q2	$800K	Hold	9,321	–	–	0.11%	100
2024 Q1	$800K	Hold	9,321	–	–	0.12%	101
2023 Q4	$813K	Hold	9,321	–	–	0.13%	104
2023 Q3	$625K	Buy	+9,321	New	+$629K	0.11%	125

Other funds holding PNFP

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Asio Capital Lexington, Kentucky $816M AUM 19.88% 1-Year Est. Return

Compass Ion Advisors's PNFP Position: Q3 2026 in Review

Compass Ion Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q3 2026 at 8,671 shares worth $812K. The position accounts for 0.07% of the portfolio, ranked #143.

Compass Ion Advisors first reported a position in PNFP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2024. 155 funds tracked by Wall St. Rank hold PNFP as of Q3 2026.

Compass Ion Advisors held 8,671 shares of Pinnacle Financial Partners Inc worth $812K as of Q3 2026.
Compass Ion Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q3 2026.
Pinnacle Financial Partners Inc made up 0.07% of Compass Ion Advisors's portfolio in Q3 2026, its #143 holding.
Compass Ion Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and has held it in 13 quarters since.
Compass Ion Advisors's Pinnacle Financial Partners Inc position peaked at $1.07M in Q4 2024.
155 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2026.

Based on Compass Ion Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.