Pinnacle Financial Partners (Georgia)’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7M	Buy	42,881 +17,372	+68%	+$6.22M	0.11%	157
2026 Q1	$8.11M	Buy	25,509 +997	+4%	+$334K	0.06%	229
2025 Q4	$8.41M	Buy	+24,512	New	+$8.33M	0.06%	229

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its iShares S&P 100 ETF (OEF) stake by 68% in Q2 2026, buying an estimated $6.22M and bringing the position to 42,881 shares worth $15.7M. The position accounts for 0.11% of the portfolio, ranked #157.

Pinnacle Financial Partners (Georgia) first reported a position in OEF in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 42,881 shares of iShares S&P 100 ETF worth $15.7M as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 17,372 iShares S&P 100 ETF shares in Q2 2026, an estimated $6.22M.
iShares S&P 100 ETF made up 0.11% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #157 holding.
Pinnacle Financial Partners (Georgia) first reported a position in iShares S&P 100 ETF in Q4 2025 and has held it in 3 quarters since.
1,019 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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