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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
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

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

Compass Ion Advisors's PNFP Position: Q2 2026 in Review

Compass Ion Advisors held its Pinnacle Financial Partners Inc (PNFP) position steady in Q2 2026 at 8,671 shares worth $875K. The position accounts for 0.08% of the portfolio, ranked #133.

Compass Ion Advisors first reported a position in PNFP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2024. 719 funds tracked by Wall St. Rank hold PNFP as of Q2 2026.

  • Compass Ion Advisors held 8,671 shares of Pinnacle Financial Partners Inc worth $875K as of Q2 2026.
  • Compass Ion Advisors left its Pinnacle Financial Partners Inc share count unchanged in Q2 2026.
  • Pinnacle Financial Partners Inc made up 0.08% of Compass Ion Advisors's portfolio in Q2 2026, its #133 holding.
  • Compass Ion Advisors first reported a position in Pinnacle Financial Partners Inc in Q3 2023 and has held it in 12 quarters since.
  • Compass Ion Advisors's Pinnacle Financial Partners Inc position peaked at $1.07M in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.