Pinnacle Financial Group’s iShares Select Dividend ETF DVY Stock Holding History

Pinnacle Financial Group’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.27M	Sell	46,503 -12,278	-21%	-$1.89M	1.77%	16
2026 Q1	$8.9M	Sell	58,781 -4,878	-8%	-$737K	2.44%	12
2025 Q4	$8.98M	Buy	63,659 +64	+0.1%	+$9.04K	2.61%	10
2025 Q3	$9.04M	Sell	63,595 -631	-1%	-$87.4K	2.73%	10
2025 Q2	$8.53M	Sell	64,226 -114	-0.2%	-$14.8K	2.86%	10
2025 Q1	$8.64M	Buy	64,340 +2,041	+3%	+$274K	3.14%	9
2024 Q4	$8.18M	Buy	62,299 +2,288	+4%	+$312K	3.2%	9
2024 Q3	$8.11M	Buy	60,011 +1,844	+3%	+$238K	3.18%	10
2024 Q2	$7.04M	Buy	58,167 +1,381	+2%	+$168K	3.01%	10
2024 Q1	$6.99M	Buy	56,786 +3,285	+6%	+$385K	3.07%	9
2023 Q4	$6.27M	Sell	53,501 -1,027	-2%	-$113K	3.21%	8
2023 Q3	$5.87M	Buy	54,528 +179	+0.3%	+$20.4K	3.49%	8
2023 Q2	$6.16M	Sell	54,349 -221	-0.4%	-$25.2K	3.5%	8
2023 Q1	$6.39M	Buy	54,570 +2,297	+4%	+$278K	3.82%	7
2022 Q4	$6.3M	Buy	52,273 +791	+2%	+$93.6K	4.46%	5
2022 Q3	$5.52M	Buy	51,482 +1,123	+2%	+$135K	4.78%	5
2022 Q2	$5.93M	Buy	50,359 +670	+1%	+$83.9K	5.05%	5
2022 Q1	$6.37M	Sell	49,689 -668	-1%	-$83.5K	5.16%	5
2021 Q4	$6.17M	Buy	+50,357	New	+$6M	4.77%	5

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Financial Group's DVY Position: Q2 2026 in Review

Pinnacle Financial Group reduced its iShares Select Dividend ETF (DVY) stake by 21% in Q2 2026, selling an estimated $1.89M and leaving 46,503 shares worth $7.27M. The position accounts for 1.77% of the portfolio, ranked #16.

Pinnacle Financial Group first reported a position in DVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.04M in Q3 2025. 1,419 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Pinnacle Financial Group held 46,503 shares of iShares Select Dividend ETF worth $7.27M as of Q2 2026.
Pinnacle Financial Group sold 12,278 iShares Select Dividend ETF shares in Q2 2026, an estimated $1.89M.
iShares Select Dividend ETF made up 1.77% of Pinnacle Financial Group's portfolio in Q2 2026, its #16 holding.
Pinnacle Financial Group first reported a position in iShares Select Dividend ETF in Q4 2021 and has held it in 19 quarters since.
Pinnacle Financial Group's iShares Select Dividend ETF position peaked at $9.04M in Q3 2025.
1,419 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.