Wealth Preservation Advisors’s Pinnacle Financial Partners 6.75% Series B Preferred Stock PNFPP Stock Holding History

Wealth Preservation Advisors’s Portfolio PNFPP Stock Details PNFPP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$50K	–	1157
2025 Q4	$50K	Hold	2,000	–	–	0.03%	201
2025 Q3	$50.3K	Buy	+2,000	New	+$49.8K	0.03%	186
2025 Q2	–	Sell	-2,000	Closed	-$48.2K	–	618
2025 Q1	$48.2K	Buy	+2,000	New	+$49.7K	0.03%	190

Wealth Preservation Advisors's PNFPP Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Pinnacle Financial Partners 6.75% Series B Preferred Stock (PNFPP) in Q1 2026, closing a stake of 2,000 shares — an estimated $50K sold.

Wealth Preservation Advisors first reported a position in PNFPP in Q1 2025 and held it in 3 quarters. The position peaked at $50.3K in Q3 2025. 0 funds tracked by Wall St. Rank hold PNFPP as of Q1 2026.

Wealth Preservation Advisors reported no remaining Pinnacle Financial Partners 6.75% Series B Preferred Stock position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 2,000 Pinnacle Financial Partners 6.75% Series B Preferred Stock shares in Q1 2026, an estimated $50K.
Wealth Preservation Advisors first reported a position in Pinnacle Financial Partners 6.75% Series B Preferred Stock in Q1 2025 and held it in 3 quarters.
Wealth Preservation Advisors's Pinnacle Financial Partners 6.75% Series B Preferred Stock position peaked at $50.3K in Q3 2025.
0 funds tracked by Wall St. Rank held Pinnacle Financial Partners 6.75% Series B Preferred Stock as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.