PNFP PINNACLE FINANCIAL PARTNE COM

Ownership history in CapWealth Advisors, LLC  ·  47 quarters on record

AI Ownership Summary

CapWealth Advisors, LLC reported PINNACLE FINANCIAL PARTNE COM (PNFP) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q2. The latest visible filing shows PNFP at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PNFP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CapWealth Advisors, LLC's position in PINNACLE FINANCIAL PARTNE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PNFP was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CapWealth Advisors, LLC held PNFP — position size vs. price
% of Fund (quarterly)    PNFP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,329 -10,334 -50.0% 0.09% $969K 2025-10-21 $87.74
2025 Q2 ADDED 20,663 +10,926 +112.2% 0.22% $2.3M 2025-07-29 $91.32
2025 Q1 UNCHANGED 9,737 0% 0.11% $1.0M 2025-04-30 $98.96
2024 Q4 UNCHANGED 9,737 0% 0.12% $1.1M 2025-01-30 $124.08
2024 Q3 ADDED 9,737 +7,408 +318.1% 0.10% $954K 2024-10-31 $103.69
2023 Q4 REDUCED 2,329 -1,056 -31.2% 0.02% $203K 2024-01-31 $86.24
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CapWealth Advisors, LLC and PNFP

These are the practical questions this page is built to answer before you even open the full history table.

How long has CapWealth Advisors, LLC reported owning PNFP?

CapWealth Advisors, LLC reported PNFP across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PNFP position in CapWealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PNFP was 0.22% in 2025 Q2.

What is the latest reported PNFP position on this page?

The most recent filing on this page is 2025 Q3, when CapWealth Advisors, LLC reported 10,329 shares, equal to 0.09% of portfolio, with an estimated market value of $969K.

What does the chart on this PNFP ownership page compare?

The chart compares CapWealth Advisors, LLC's quarterly PNFP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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