Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- Latest filing
- Jul 20, 2026
PNFP holding history
Pinnacle Financial Partners, Inc. in every 13F filed by Selective Wealth Management, Inc., 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)
- 2,350
- Value
- $237.4K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,350 | $237.4K | 0.1% | +3+0.1% | Added | Holders |
| Q1 2026 | 2,347 | $229.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,347 | $229.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,347 | $215.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,347 | $278.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,347 | $211.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,347 | $276.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,347 | $220.5K | 0.1% | +2,347 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −2,347−100.0% | Sold out | Holders |
| Q3 2022 | 2,347 | $190.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 2,347 | $170.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,347 | $216.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,347 | $224.0K | 0.1% | +2,347 | New | Holders |