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Pinnacle Financial Partners (Georgia)’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.56M Buy
168,135
+708
+0.4% +$14.7K 0.02% 385
2026
Q1 		$3.34M Buy
167,427
+1,456
+0.9% +$30.6K 0.03% 373
2025
Q4 		$3.51M Buy
+165,971
New +$3.55M 0.03% 356

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GCM
Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 0.42% in Q2 2026, buying an estimated $14.7K and bringing the position to 168,135 shares worth $3.56M. The position accounts for 0.02% of the portfolio, ranked #385.

Pinnacle Financial Partners (Georgia) first reported a position in LDP in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 168,135 shares of Cohen & Steers Duration Preferred & Income Fund worth $3.56M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 708 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2026, an estimated $14.7K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #385 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

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