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BAKER TILLY WEALTH MANAGEMENT, LLC

Position in PNFP — Pinnacle Financial Partners, Inc.

CIK 1840565 MADISON, WI

Position in PNFP

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$577,840
New position
Shares Held
5,728
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#386
of 701 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,235,087 across 3 Banks - Regional names. PNFP ranks #1 (46.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNFP
Pinnacle Financial Partners, Inc.
This page
5,728 $577,840

All Filings in PNFP

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $577,840 5,728