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Pinnacle Financial Partners (Georgia)’s Harbor Health Care ETF MEDI Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio MEDI Stock Details MEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.5M Buy
119,398
+39,666
+50% +$1.23M 0.03% 362
2025
Q4 		$2.51M Buy
+79,732
New +$2.45M 0.02% 415

Other funds holding MEDI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s MEDI Position: Q1 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Harbor Health Care ETF (MEDI) stake by 50% in Q1 2026, buying an estimated $1.23M and bringing the position to 119,398 shares worth $3.5M. The position accounts for 0.03% of the portfolio, ranked #362.

Pinnacle Financial Partners (Georgia) first reported a position in MEDI in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold MEDI as of Q1 2026.

  • Pinnacle Financial Partners (Georgia) held 119,398 shares of Harbor Health Care ETF worth $3.5M as of Q1 2026.
  • Pinnacle Financial Partners (Georgia) bought 39,666 Harbor Health Care ETF shares in Q1 2026, an estimated $1.23M.
  • Harbor Health Care ETF made up 0.03% of Pinnacle Financial Partners (Georgia)'s portfolio in Q1 2026, its #362 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Harbor Health Care ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Harbor Health Care ETF as of Q1 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.