SIMON QUICK ADVISORS, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 1692038
MORRISTOWN, NJ
Position in PNFP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$918,714
-$1,237,628 QoQ
Shares Held
9,107
-63.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#322
of 701 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNFP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $26,033,591 across 4 Banks - Regional names. PNFP ranks #4 (3.5% of the industry book) .
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,714 | 9,107 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,156,342 | 25,033 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||