MONTAG A & ASSOCIATES INC
Position in PNFP — Pinnacle Financial Partners, Inc.
CIK 829407
ATLANTA, GA
Position in PNFP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,711
+$52,120 QoQ
Shares Held
3,536
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#451
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, 2026MONTAG A & ASSOCIATES INC holds $11,540,311 across 20 Banks - Regional names. PNFP ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,027 | $3,339,285 | |
| 2 | ABCB |
Ameris Bancorp
|
26,665 | $2,406,782 | |
| 3 | SSB |
SouthState Bank Corp
|
18,319 | $1,830,068 | |
| 4 | USB |
US Bancorp \De\
|
22,637 | $1,367,274 | |
| 5 | RF |
Regions Financial Corp
|
22,398 | $676,419 | |
| 6 | MTB |
M&T Bank Corp
|
2,663 | $633,820 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
|
12,000 | $520,500 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
This page
|
3,536 | $356,711 |
All Filings in PNFP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,711 | 3,536 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $304,591 | 3,536 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||