PFPG
SOR

Pinnacle Financial Partners (Georgia)’s Source Capital SOR Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio SOR Stock Details SOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Buy
10,334
+5,302
+105% +$242K ﹤0.01% 857
2026
Q1 		$233K Buy
+5,032
New +$239K ﹤0.01% 1019

Other funds holding SOR

DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
HC
Hara Capital Bellevue, Washington $190M AUM 42.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its Source Capital (SOR) stake by 105% in Q2 2026, buying an estimated $242K and bringing the position to 10,334 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Pinnacle Financial Partners (Georgia) first reported a position in SOR in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold SOR as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 10,334 shares of Source Capital worth $475K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 5,302 Source Capital shares in Q2 2026, an estimated $242K.
  • Source Capital made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #857 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Source Capital in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Source Capital as of Q2 2026.

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