Pinnacle Financial Partners (Georgia)’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-707
Closed -$205K 1090
2025
Q4
$205K Buy
+707
New +$198K ﹤0.01% 1019

Other funds holding FDS

Pinnacle Financial Partners (Georgia)'s FDS Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) sold out of Factset (FDS) in Q1 2026, closing a stake of 707 shares — an estimated $205K sold.

Pinnacle Financial Partners (Georgia) first reported a position in FDS in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 723 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Partners (Georgia) sold 707 Factset shares in Q1 2026, an estimated $205K.
  • Pinnacle Financial Partners (Georgia) first reported a position in Factset in Q4 2025 and held it in 1 quarter.
  • Pinnacle Financial Partners (Georgia)'s Factset position peaked at $205K in Q4 2025.
  • 723 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.