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Pinnacle Financial Partners (Georgia)’s BlackRock Total Return ETF BRTR Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30M Buy
595,225
+28,475
+5% +$1.43M 0.2% 96
2026
Q1 		$28.4M Buy
566,750
+108,223
+24% +$5.5M 0.22% 88
2025
Q4 		$23.3M Buy
+458,527
New +$23.4M 0.18% 106

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its BlackRock Total Return ETF (BRTR) stake by 5% in Q2 2026, buying an estimated $1.43M and bringing the position to 595,225 shares worth $30M. The position accounts for 0.2% of the portfolio, ranked #96.

Pinnacle Financial Partners (Georgia) first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 595,225 shares of BlackRock Total Return ETF worth $30M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 28,475 BlackRock Total Return ETF shares in Q2 2026, an estimated $1.43M.
  • BlackRock Total Return ETF made up 0.2% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #96 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

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