SEC 13F Intelligence

PINNACLE FINANCIAL PARTNERS, INC. PFD

CUSIP 72346Q302

Pinnacle Financial Partners, Inc. Pfd has 1 institutional holders in Filings Flow’s 13F database, together reporting 2.0K shares worth $50,040 as of Q4 2025.

Institutional Holders
1
Q4 2025
Reported Value
$50,040
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q2 ’21: 2Q2 ’21Q4 ’21: 3Q4 ’21Q4 ’22: 1Q4 ’22Q4 ’25: 1Q4 ’25filingsflow.com
Total reported value
Q2 ’21: $785,000Q2 ’21Q4 ’21: $16MQ4 ’21Q4 ’22: $456Q4 ’22Q4 ’25: $50,040Q4 ’25filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Asset Planning,Inc$141M AUM0.08%$104,1874.3KQ1 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.03%$50,0402.0KQ4 2025

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.