Pinnacle Financial Partn (pnfp 6.75 Perp B)Preferred / convertible

13F holders, Q3 2025 (September 30)
2holders +1
1new positions
0sold out
$25.14avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding Pinnacle Financial Partn (pnfp 6.75 Perp B) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Thompson Investment Management, Inc. ($50K) and Wealth Preservation Advisors, LLC ($50K).

Company
Pinnacle Financial Partn (pnfp 6.75 Perp B)
CUSIP
72346Q302
Latest filing quarter
Q4 2025

History

Number of 13F holders

0123 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 3Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$50K
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 2,000 shares bought, net +2,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Thompson Investment Management, Inc. — No change 2,000 $50K
Wealth Preservation Advisors, LLC — New 2,000 $50K

"% of holder's portfolio" is PINNACLE FINANCIAL PARTN (PNFP 6.75 PERP B)'s weight in each manager's 13F, not the share of Pinnacle Financial Partn (pnfp 6.75 Perp B) the manager owns.