Pinnacle Wealth Management Advisory »

Pinnacle Finl Partners shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Pinnacle Finl Partners shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Pinnacle Finl Partners

Tip: Access up to 7 years of quarterly data

All positions including Pinnacle Finl Partners held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pinnacle Finl Partners by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $388k 4.1k 95.41

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE All World Ex US Etf (VEU)
SPDR S&P 500 ETF Tr Etf (SPY)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Pinnacle Finl Partners

Lee, Danner & Bass
Yousif Capital Management
FNY Investment Advisers
Pinnacle Wealth Management Advisory
Farther Finance Advisors
Fifth Third Wealth Advisors
Transcend Wealth Collective
Versant Capital Management
Quent Capital
High Point Wealth Management
Westside Investment Management
CoreCap Advisors
Salomon & Ludwin
Peregrine Capital Management
North Star Investment Management

View all funds holding Pinnacle Finl Partners