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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by Creative Planning, 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)
118,174
Value
$11.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNFP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026118,174$11.9M<0.1%+14,125+13.6%AddedHolders
Q1 2026104,049$8.96M<0.1%+42,148+68.1%AddedHolders
Q4 202561,901$5.91M<0.1%+11,649+23.2%AddedHolders
Q3 202550,252$4.71M<0.1%+23,112+85.2%AddedHolders
Q2 202527,140$3.00M<0.1%+5,079+23.0%AddedHolders
Q1 202522,061$2.34M<0.1%+2,585+13.3%AddedHolders
Q4 202419,476$2.23M<0.1%+766+4.1%AddedHolders
Q3 202418,710$1.83M<0.1%+1,614+9.4%AddedHolders
Q2 202417,096$1.37M<0.1%+1,097+6.9%AddedHolders
Q1 202415,999$1.37M<0.1%+437+2.8%AddedHolders
Q4 202315,562$1.36M<0.1%+3,047+24.3%AddedHolders
Q3 202312,515$839.0K<0.1%+98+0.8%AddedHolders
Q2 202312,417$703.4K<0.1%+4,905+65.3%AddedHolders
Q1 20237,512$414.4K<0.1%+3,347+80.4%AddedHolders
Q4 20224,165$305.7K<0.1%−632−13.2%ReducedHolders
Q3 20224,797$389.0K<0.1%+1,376+40.2%AddedHolders
Q2 20223,421$247.0K<0.1%+42+1.2%AddedHolders
Q1 20223,379$311.0K<0.1%+2+0.1%AddedHolders
Q4 20213,377$323.0K<0.1%+35+1.0%AddedHolders
Q3 20213,342$314.0K<0.1%+10+0.3%AddedHolders
Q2 20213,332$294.0K<0.1%+374+12.6%AddedHolders
Q1 20212,958$262.0K<0.1%––Holders

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