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Pinnacle Financial Partners (Georgia)’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.03M Sell
24,557
-44
-0.2% -$6.98K 0.03% 361
2026
Q1 		$3.5M Buy
24,601
+129
+0.5% +$19.2K 0.03% 361
2025
Q4 		$3.64M Buy
+24,472
New +$3.61M 0.03% 345

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.18% in Q2 2026, selling an estimated $6.98K and leaving 24,557 shares worth $4.03M. The position accounts for 0.03% of the portfolio, ranked #361.

Pinnacle Financial Partners (Georgia) first reported a position in ITOT in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 24,557 shares of iShares Core S&P Total US Stock Market ETF worth $4.03M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 44 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $6.98K.
  • iShares Core S&P Total US Stock Market ETF made up 0.03% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #361 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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