Wealth Preservation Advisors, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 1968434
CHATTANOOGA, TN
Position in PNFP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,022,721
+$936,581 QoQ
Shares Held
10,138
+913.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#315
of 708 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, 2026Wealth Preservation Advisors, LLC holds $15,833,285 across 9 Banks - Regional names. PNFP ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEBO |
Peoples Bancorp Inc
|
258,803 | $9,940,623 | |
| 2 | FHN |
First Horizon Corp
|
50,638 | $1,298,357 | |
| 3 | FBK |
FB Financial Corp
|
19,000 | $1,051,650 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
10,138 | $1,022,721 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,576 | $880,482 | |
| 6 | SYBT |
Stock Yards Bancorp, Inc.
|
8,264 | $631,948 | |
| 7 | SSB |
SouthState Bank Corp
|
4,489 | $448,451 | |
| 8 | USB |
US Bancorp De
|
5,169 | $312,207 |
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,721 | 10,138 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $86,140 | 1,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||