Leeward Investments, LLC - MA PINNACLE FINANCIAL PARTNERS holdings history
PINNACLE FINANCIAL PARTNERS · CUSIP 72346Q104 · CIK 1923173
As of 2025-06-30, Leeward Investments, LLC - MA reported 285.33K PINNACLE FINANCIAL PARTNERS (shares), valued at $31.50M, or 1.68% of its reported non-derivative portfolio. Filed 2025-07-31.
Verify history & sources →Shares decreased 3.15%; reported value increased 0.84%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 1.68% | 285,333 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 1.66% | 294,625 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 1.75% | 307,388 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 1.49% | 326,864 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 1.29% | 350,369 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.30% | 342,633 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 1.43% | 347,976 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 1.21% | 352,637 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.21% | 352,637 | $23.64M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 1.43% | 347,976 | $30.35M | Shares decreased 1.32%; reported value increased 28.38%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 1.30% | 342,633 | $29.43M | Shares decreased 1.54%; reported value decreased 3.05%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 1.29% | 350,369 | $28.04M | Shares increased 2.26%; reported value decreased 4.70%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.49% | 326,864 | $32.02M | Shares decreased 6.71%; reported value increased 14.19%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 1.75% | 307,388 | $35.16M | Shares decreased 5.96%; reported value increased 9.80%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 1.66% | 294,625 | $31.24M | Shares decreased 4.15%; reported value decreased 11.15%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 1.68% | 285,333 | $31.50M | Shares decreased 3.15%; reported value increased 0.84%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.