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Pinnacle Financial Partners (Georgia)’s HEICO Corp HEI Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$686K Hold
1,925
– – ﹤0.01% 759
2026
Q1 		$528K Hold
1,925
– – ﹤0.01% 791
2025
Q4 		$623K Buy
+1,925
New +$608K ﹤0.01% 734

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) held its HEICO Corp (HEI) position steady in Q2 2026 at 1,925 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Pinnacle Financial Partners (Georgia) first reported a position in HEI in Q4 2025 and has held it in 3 quarters since. 771 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 1,925 shares of HEICO Corp worth $686K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its HEICO Corp share count unchanged in Q2 2026.
  • HEICO Corp made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #759 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in HEICO Corp in Q4 2025 and has held it in 3 quarters since.
  • 771 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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