Compass Ion Advisors »

Pinnacle Financial Partners shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Pinnacle Financial Partners (PNFP) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Pinnacle Financial Partners

Tip: Access up to 7 years of quarterly data

All positions including Pinnacle Financial Partners held by Compass Ion Advisors 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 Financial Partners by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $800k 9.3k 85.85
2023-12-31 $813k 9.3k 87.22
2023-09-30 $625k 9.3k 67.08

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Pinnacle Financial Partners

Vanguard Group
Daniel D. Thurber
Dimensional Fund Advisors
Wellington Management Company
North Reef Capital Management
Fenimore Asset Management
Jennison Associates
Norges Bank Investment Management
Goldman Sachs Group
Jennifer Ranahan
Charles Schwab Investment Management
Principal Financial Group
Pinnacle Financial Partners
Channing Capital Management
Jpmorgan Chase & Co

View all funds holding Pinnacle Financial Partners