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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by Avion Wealth, 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)
82
Value
$8.00K
% of portfolio
<0.1%
Quarters held
12
Since Q2 2023
Holdings of PNFP by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682$8.00K<0.1%+20+32.3%AddedHolders
Q1 202662$5.00K<0.1%+62NewHolders
Q4 20250$00.0%−22−100.0%Sold outHolders
Q3 202522$2.00K<0.1%−28−56.0%ReducedHolders
Q2 202550$5.00K<0.1%+33+194.1%AddedHolders
Q1 202517$1.00K<0.1%00.0%UnchangedHolders
Q4 202417$1.00K<0.1%00.0%UnchangedHolders
Q3 202417$1.00K<0.1%−6−26.1%ReducedHolders
Q2 202423$1.00K<0.1%00.0%UnchangedHolders
Q1 202423$2.00K<0.1%+6+35.3%AddedHolders
Q4 202317$1.00K<0.1%+8+88.9%AddedHolders
Q3 20239$00.0%00.0%UnchangedHolders
Q2 20239$00.0%+9NewHolders