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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by Captrust Financial Advisors, 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)
108,834
Value
$11.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNFP by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,834$11.0M<0.1%−1,311−1.2%ReducedHolders
Q1 2026110,145$9.49M<0.1%+20,558+22.9%AddedHolders
Q4 202589,587$8.55M<0.1%+8,048+9.9%AddedHolders
Q3 202581,539$7.65M<0.1%+42+0.1%AddedHolders
Q2 202581,497$9.00M<0.1%+11,770+16.9%AddedHolders
Q1 202569,727$7.39M<0.1%−1,015−1.4%ReducedHolders
Q4 202470,742$8.09M<0.1%−16,166−18.6%ReducedHolders
Q3 202486,908$8.51M<0.1%+658+0.8%AddedHolders
Q2 202486,250$6.90M<0.1%−1,940−2.2%ReducedHolders
Q1 202488,190$7.57M<0.1%−20,195−18.6%ReducedHolders
Q4 2023108,385$9.45M<0.1%+12,679+13.2%AddedHolders
Q3 202395,706$6.42M<0.1%+1,942+2.1%AddedHolders
Q2 202393,764$5.31M<0.1%−331−0.4%ReducedHolders
Q1 202394,095$5.19M<0.1%+83,264+768.8%AddedHolders
Q4 202210,831$795.0K<0.1%−1,005−8.5%ReducedHolders
Q3 202211,836$960.0K<0.1%+1,359+13.0%AddedHolders
Q2 202210,477$758.0K<0.1%+356+3.5%AddedHolders
Q1 202210,121$932.0K<0.1%−2,385−19.1%ReducedHolders
Q4 202112,506$1.19M<0.1%+218+1.8%AddedHolders
Q3 202112,288$1.16M<0.1%−338−2.7%ReducedHolders
Q2 202112,626$1.11M<0.1%−3,603−22.2%ReducedHolders
Q1 202116,229$1.44M<0.1%––Holders

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