Pinnacle Financial Partners (Georgia)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$580K	Sell	9,962 -2,837	-22%	-$161K	﹤0.01%	804
2026 Q1	$672K	Buy	12,799 +4,938	+63%	+$274K	0.01%	721
2025 Q4	$437K	Buy	+7,861	New	+$437K	﹤0.01%	826

Other funds holding PTLC

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

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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 22% in Q2 2026, selling an estimated $161K and leaving 9,962 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Pinnacle Financial Partners (Georgia) first reported a position in PTLC in Q4 2025 and has held it in 3 quarters since. The position peaked at $672K in Q1 2026. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 9,962 shares of Pacer Trendpilot US Large Cap ETF worth $580K as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 2,837 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $161K.
Pacer Trendpilot US Large Cap ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #804 holding.
Pinnacle Financial Partners (Georgia) first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s Pacer Trendpilot US Large Cap ETF position peaked at $672K in Q1 2026.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

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