Skip to main content

Compass Ion Advisors, LLC

SEC CIK
0001621100
Latest filing
Aug 12, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by Compass Ion Advisors, 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)
8,671
Value
$874.7K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of PNFP by Compass Ion Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,671$874.7K0.1%00.0%UnchangedHolders
Q1 20268,671$746.9K0.1%−6−0.1%ReducedHolders
Q4 20258,677$827.9K0.1%−644−6.9%ReducedHolders
Q3 20259,321$874.2K0.1%00.0%UnchangedHolders
Q2 20259,321$1.03M0.1%00.0%UnchangedHolders
Q1 20259,321$988.7K0.1%00.0%UnchangedHolders
Q4 20249,321$1.07M0.1%00.0%UnchangedHolders
Q3 20249,321$913.0K0.1%00.0%UnchangedHolders
Q2 20249,321$800.2K0.1%00.0%UnchangedHolders
Q1 20249,321$800.2K0.1%00.0%UnchangedHolders
Q4 20239,321$813.0K0.1%00.0%UnchangedHolders
Q3 20239,321$625.3K0.1%+9,321NewHolders