Skip to main content

SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

PNFP holding history

Pinnacle Financial Partners, Inc. in every 13F filed by SageView Advisory Group, 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)
2,044
Value
$206.2K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2022
Holdings of PNFP by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,044$206.2K<0.1%+2,044NewHolders
Q1 20260$00.0%−2,016−100.0%Sold outHolders
Q4 20252,016$192.3K<0.1%−1,337−39.9%ReducedHolders
Q3 20253,353$314.5K<0.1%−51−1.5%ReducedHolders
Q2 20253,404$312.7K<0.1%+58+1.7%AddedHolders
Q1 20253,346$354.8K<0.1%+603+22.0%AddedHolders
Q4 20242,743$313.8K<0.1%−664−19.5%ReducedHolders
Q3 20243,407$333.8K<0.1%−1,290−27.5%ReducedHolders
Q2 20244,697$375.9K<0.1%+4,697NewHolders
Q1 20240$00.0%−4,678−100.0%Sold outHolders
Q4 20234,678$429.6K<0.1%−81−1.7%ReducedHolders
Q3 20234,759$319.0K<0.1%+10+0.2%AddedHolders
Q2 20234,749$269.1K<0.1%+11+0.2%AddedHolders
Q1 20234,738$261.3K<0.1%−181−3.7%ReducedHolders
Q4 20224,919$361.0K<0.1%–No prior filingHolders