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GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by GWM 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)
52,910
Value
$5.34M
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of PNFP by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,910$5.34M<0.1%+5,062+10.6%AddedHolders
Q1 202647,848$4.12M<0.1%+28,334+145.2%AddedHolders
Q4 202519,514$1.86M<0.1%+15,505+386.8%AddedHolders
Q3 20254,009$376.0K<0.1%+2,578+180.2%AddedHolders
Q2 20251,431$158.0K<0.1%+1+0.1%AddedHolders
Q1 20251,430$151.7K<0.1%−6−0.4%ReducedHolders
Q4 20241,436$164.3K<0.1%00.0%UnchangedHolders
Q3 20241,436$140.7K<0.1%−886−38.2%ReducedHolders
Q2 20242,322$185.9K<0.1%−29−1.2%ReducedHolders
Q1 20242,351$201.9K<0.1%+672+40.0%AddedHolders
Q4 20231,679$146.4K<0.1%+379+29.2%AddedHolders
Q3 20231,300$87.2K<0.1%−926−41.6%ReducedHolders
Q2 20232,226$126.1K<0.1%00.0%UnchangedHolders
Q1 20232,226$122.8K<0.1%+2,008+921.1%AddedHolders
Q4 2022218$16.0K<0.1%+218NewHolders
Q2 20210$00.0%−3,000−100.0%Sold outHolders
Q1 20213,000$266.0K<0.1%––Holders

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