Pinnacle Financial Partners (Georgia)’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$469K	Sell	7,543 -392	-5%	-$22.8K	﹤0.01%	868
2026 Q1	$428K	Sell	7,935 -661	-8%	-$37.5K	﹤0.01%	853
2025 Q4	$474K	Buy	+8,596	New	+$447K	﹤0.01%	804

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares US Regional Banks ETF (IAT) stake by 4.9% in Q2 2026, selling an estimated $22.8K and leaving 7,543 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Pinnacle Financial Partners (Georgia) first reported a position in IAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $474K in Q4 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 7,543 shares of iShares US Regional Banks ETF worth $469K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 392 iShares US Regional Banks ETF shares in Q2 2026, an estimated $22.8K.
iShares US Regional Banks ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #868 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares US Regional Banks ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s iShares US Regional Banks ETF position peaked at $474K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

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