Pinnacle Financial Partners (Georgia)’s iShares Core High Dividend ETF HDV Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Sell	77,332 -10,378	-12%	-$282K	0.01%	482
2026 Q1	$2.38M	Sell	87,710 -2,935	-3%	-$78.1K	0.02%	424
2025 Q4	$2.21M	Buy	+90,645	New	+$2.2M	0.02%	440

Other funds holding HDV

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Pinnacle Financial Partners (Georgia) reduced its iShares Core High Dividend ETF (HDV) stake by 12% in Q2 2026, selling an estimated $282K and leaving 77,332 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #482.

Pinnacle Financial Partners (Georgia) first reported a position in HDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 881 funds tracked by Wall St. Rank hold HDV as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 77,332 shares of iShares Core High Dividend ETF worth $2.12M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 10,378 iShares Core High Dividend ETF shares in Q2 2026, an estimated $282K.
iShares Core High Dividend ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #482 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares Core High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s iShares Core High Dividend ETF position peaked at $2.38M in Q1 2026.
881 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q2 2026.

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