True Wealth Design »

Pinnacle Finl Partners shares owned by True Wealth Design

Quarter-by-quarter ownership of Pinnacle Finl Partners (PNFP) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Pinnacle Finl Partners

Tip: Access up to 7 years of quarterly data

All positions including Pinnacle Finl Partners held by True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $115k 1.3k 86.14

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Pinnacle Finl Partners

Bloombergsen Investment Partners
Lee, Danner & Bass
Community Trust & Investment
Captrust Financial Advisors
Asio Capital
Cary Street Partners Financial
Yousif Capital Management
Dark Forest Capital Management
Gradient Investments
Covea Finance
Amalgamated Bank
Patriot Investment Management
EverSource Wealth Advisors
Merit Financial Group
OP Asset Management

View all funds holding Pinnacle Finl Partners