Pinnacle Financial Partners (Georgia)’s American Century Diversified Municipal Bond ETF TAXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$423K	Buy	8,327 +17	+0.2%	+$858	﹤0.01%	900
2026 Q1	$416K	Buy	8,310 +273	+3%	+$13.8K	﹤0.01%	858
2025 Q4	$405K	Buy	+8,037	New	+$406K	﹤0.01%	849

Other funds holding TAXF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) increased its American Century Diversified Municipal Bond ETF (TAXF) stake by 0.2% in Q2 2026, buying an estimated $858 and bringing the position to 8,327 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Pinnacle Financial Partners (Georgia) first reported a position in TAXF in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold TAXF as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 8,327 shares of American Century Diversified Municipal Bond ETF worth $423K as of Q2 2026.
Pinnacle Financial Partners (Georgia) bought 17 American Century Diversified Municipal Bond ETF shares in Q2 2026, an estimated $858.
American Century Diversified Municipal Bond ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #900 holding.
Pinnacle Financial Partners (Georgia) first reported a position in American Century Diversified Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
113 funds tracked by Wall St. Rank held American Century Diversified Municipal Bond ETF as of Q2 2026.

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