Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,919,283
-$24,789 QoQ
Shares Held
6,962
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#592
of 1,679 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 86%
Shared 4%
None 9%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $51,784,816 across 5 Healthcare Plans names. CI ranks #4 (3.7% of the industry book) .
All Filings in CI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,919,283 | 6,962 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,944,072 | 7,288 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,051,288 | 7,453 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||