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Pinnacle Financial Partners (Georgia)’s iShares USD Green Bond ETF BGRN Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$228K Hold
4,811
– – ﹤0.01% 1078
2026
Q1 		$228K Buy
4,811
+114
+2% +$5.46K ﹤0.01% 1024
2025
Q4 		$225K Buy
+4,697
New +$226K ﹤0.01% 997

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Mercer Global Advisors
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s BGRN Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 4,811 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Pinnacle Financial Partners (Georgia) first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 4,811 shares of iShares USD Green Bond ETF worth $228K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1078 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.