Compass Ion Advisors, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 1621100
CONSHOHOCKEN, PA
Position in PNFP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$874,730
+$127,811 QoQ
Shares Held
8,671
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#335
of 701 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNFP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Compass Ion Advisors, LLC holds $2,708,054 across 3 Banks - Regional names. PNFP ranks #2 (32.3% of the industry book) .
All Filings in PNFP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,730 | 8,671 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $746,919 | 8,671 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||