Rothschild Wealth LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 1811345
OAK BROOK, IL
Position in PNFP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$489,570
+$69,983 QoQ
Shares Held
4,853
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#405
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, 2026Rothschild Wealth LLC holds $3,941,355 across 10 Banks - Regional names. PNFP ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
11,799 | $826,755 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,921 | $719,208 | |
| 3 | USB |
US Bancorp \De\
|
8,177 | $493,890 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
4,853 | $489,570 | |
| 5 | PB |
Prosperity Bancshares Inc
|
5,220 | $381,216 | |
| 6 | KEY |
Keycorp /New/
|
11,968 | $275,862 | |
| 7 | WAL |
Western Alliance Bancorporation
|
2,870 | $235,914 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
12,937 | $229,373 |
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,570 | 4,853 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $419,587 | 4,871 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||