Spurstone Advisory Services, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 2056079
HIGGANUM, CT
Position in PNFP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$59,014
+$27,229 QoQ
Shares Held
585
+58.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#582
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, 2026Spurstone Advisory Services, LLC holds $143,381 across 2 Banks - Regional names. PNFP ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
1,104 | $84,367 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
585 | $59,014 |
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,014 | 585 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,785 | 369 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||