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Pinnacle Finl Partners Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Investment Research & Advisory Group, Inc.
INCREASED
Shares3,111 from 3,096
Change+15 (+0%)
Value$291.3K (-$21.1K)
Filed 2026-10-19
Citadel Investment Advisory, Inc.
UNCHANGED
Shares1,909 from 1,909
Change0 (0%)
Value$179.0K (+$178.8K)
Filed 2026-10-15
Asset Planning,Inc
INCREASED
Shares1,897 from 1,888
Change+9 (+0%)
Value$177.6K (-$12.9K)
Filed 2026-10-26
Brooks, Moore & Associates, Inc.
N/A
Shares— from 31,765
Change-31,765 (-100%)
Value—
Courage Capital Management LLC
N/A
Shares— from 21,565
Change-21,565 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 17,304
Change-17,304 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Investment Research & Advisory Group, Inc.
INCREASED3,1113,096+15+0%$312.4K$291.3K-$21.1K2026-10-19
Citadel Investment Advisory, Inc.
UNCHANGED1,9091,90900%$193$179.0K+$178.8K2026-10-15
Asset Planning,Inc
INCREASED1,8971,888+9+0%$190.4K$177.6K-$12.9K2026-10-26
Brooks, Moore & Associates, Inc.
N/A—31,765-31,765-100%$3.2M———
Courage Capital Management LLC
N/A—21,565-21,565-100%$2.2K———
Greenwich Wealth Management LLC
N/A—17,304-17,304-100%$1.7K———
Huntington National Bank
N/A—1-1-100%$95———
Showing 7 of 7 institutions