QTR Family Wealth, LLC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 2067954
LAKE MARY, FL
Position in PNFP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$209,527
New position
Shares Held
2,077
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#549
of 701 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $2,033,737 across 7 Banks - Regional names. PNFP ranks #7 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,163 | $532,573 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
5,142 | $296,950 | |
| 3 | WAL |
Western Alliance Bancorporation
|
3,346 | $275,041 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
3,732 | $261,501 | |
| 5 | PB |
Prosperity Bancshares Inc
|
3,226 | $235,594 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,724 | $222,551 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
2,077 | $209,527 |
All Filings in PNFP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,527 | 2,077 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||