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Summit Asset Management, LLC

SEC CIK
0001509974
Latest filing
Aug 6, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by Summit Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNFP overviewAll 13F holders of PNFPFull Q2 2026 holdings

Shares (Q2 2026)
6,902
Value
$696.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PNFP by Summit Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,902$696.2K0.1%+10.0%AddedHolders
Q1 20266,901$594.5K0.1%+10.0%AddedHolders
Q4 20256,900$658.4K0.1%00.0%UnchangedHolders
Q3 20256,900$647.2K0.1%00.0%UnchangedHolders
Q2 20256,900$761.8K0.1%00.0%UnchangedHolders
Q1 20256,900$731.6K0.1%+10.0%AddedHolders
Q4 20246,899$789.2K0.1%−1,920−21.8%ReducedHolders
Q3 20248,819$864.0K0.2%00.0%UnchangedHolders
Q2 20248,819$705.9K0.1%00.0%UnchangedHolders
Q1 20248,819$757.4K0.2%00.0%UnchangedHolders
Q4 20238,819$769.1K0.2%−29−0.3%ReducedHolders
Q3 20238,848$593.2K0.2%+429+5.1%AddedHolders
Q2 20238,419$476.9K0.1%+10.0%AddedHolders
Q1 20238,418$464.4K0.1%00.0%UnchangedHolders
Q4 20228,418$617.9K0.2%00.0%UnchangedHolders
Q3 20228,418$683.0K0.2%00.0%UnchangedHolders
Q2 20228,418$609.0K0.2%+10.0%AddedHolders
Q1 20228,417$775.0K0.2%00.0%UnchangedHolders
Q4 20218,417$804.0K0.2%00.0%UnchangedHolders
Q3 20218,417$792.0K0.2%00.0%UnchangedHolders
Q2 20218,417$743.0K0.2%+10.0%AddedHolders
Q1 20218,416$746.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.