IVV ISHARES

Ownership history in PINNACLE FINANCIAL PARTNERS INC  ·  47 quarters on record

AI Ownership Summary

PINNACLE FINANCIAL PARTNERS INC reported ISHARES (IVV) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.75% in 2025 Q1. The latest visible filing shows IVV at 0.74% 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 IVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE FINANCIAL PARTNERS INC's position in ISHARES, 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

IVV was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2025 Q1

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 PINNACLE FINANCIAL PARTNERS INC held IVV — position size vs. price
% of Fund (quarterly)    IVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 56,967 -8,549 -13.0% 0.74% $35.4M 2025-10-28 $686.08
2025 Q1 ADDED 65,516 +3,510 +5.7% 0.75% $37.3M 2025-04-28 $546.65
2024 Q4 REDUCED 62,006 -952 -1.5% 0.73% $36.3M 2025-02-03 $591.49
2024 Q3 ADDED 62,958 +6,032 +10.6% 0.73% $36.3M 2024-11-05 $568.62
2024 Q2 ADDED 56,926 +2,721 +5.0% 0.66% $30.7M 2024-08-06 $513.28
2024 Q1 REDUCED 54,205 -3,264 -5.7% 0.62% $28.5M 2024-04-30 $491.59
2023 Q4 REDUCED 57,469 -5,116 -8.2% 0.65% $27.4M 2024-01-22 $471.85
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PINNACLE FINANCIAL PARTNERS INC and IVV

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

How long has PINNACLE FINANCIAL PARTNERS INC reported owning IVV?

PINNACLE FINANCIAL PARTNERS INC reported IVV across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IVV position in PINNACLE FINANCIAL PARTNERS INC's portfolio?

The largest reported portfolio weight for IVV was 0.75% in 2025 Q1.

What is the latest reported IVV position on this page?

The most recent filing on this page is 2025 Q3, when PINNACLE FINANCIAL PARTNERS INC reported 56,967 shares, equal to 0.74% of portfolio, with an estimated market value of $35.4M.

What does the chart on this IVV ownership page compare?

The chart compares PINNACLE FINANCIAL PARTNERS INC's quarterly IVV 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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