M Holdings Securities, Inc.

Broker-Dealer

Position in PNFP — Pinnacle Financial Partners, Inc.

CIK 1569638 PORTLAND, OR

Position in PNFP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,088,969

-$576,028 QoQ

Shares Held

40,533

-25.2% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#177

of 701 holders

Holding Since

Mar 2026

2 quarters on record

Financial Services · as of Jun 30, 2026

M Holdings Securities, Inc. holds $4,906,530 across 3 Banks - Regional names. PNFP ranks #1 (83.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNFP	Pinnacle Financial Partners, Inc. This page	40,533	$4,088,969
2	RF	Regions Financial Corp	16,050	$484,710
3	PFS	Provident Financial Services Inc	14,080	$332,851

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,088,969	40,533	-25.2%	Shares	Sole	2026-08-11
2026-03-31	$4,664,997	54,156	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.