CFS Investment Advisory Services, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 1845688
TOTOWA, NJ
Position in PNFP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$276,310
+$38,823 QoQ
Shares Held
2,739
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#487
of 702 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, 2026CFS Investment Advisory Services, LLC holds $4,073,420 across 6 Banks - Regional names. PNFP ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
18,383 | $1,110,333 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,054 | $998,175 | |
| 3 | MTB |
M&T Bank Corp
|
2,753 | $655,241 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,340 | $639,235 | |
| 5 | PFS |
Provident Financial Services Inc
|
16,672 | $394,126 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
2,739 | $276,310 |
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,310 | 2,739 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $237,487 | 2,757 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||