Pinnacle Financial Partners (Georgia)’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Sell	219,117 -58,780	-21%	-$2.93M	0.07%	202
2026 Q1	$13.9M	Buy	277,897 +76,917	+38%	+$3.84M	0.11%	158
2025 Q4	$10M	Buy	+200,980	New	+$10M	0.08%	201

Other funds holding TBIL

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 21% in Q2 2026, selling an estimated $2.93M and leaving 219,117 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #202.

Pinnacle Financial Partners (Georgia) first reported a position in TBIL in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.9M in Q1 2026. 318 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

Pinnacle Financial Partners (Georgia) held 219,117 shares of F/m US Treasury 3 Month Bill Fund worth $10.9M as of Q2 2026.
Pinnacle Financial Partners (Georgia) sold 58,780 F/m US Treasury 3 Month Bill Fund shares in Q2 2026, an estimated $2.93M.
F/m US Treasury 3 Month Bill Fund made up 0.07% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #202 holding.
Pinnacle Financial Partners (Georgia) first reported a position in F/m US Treasury 3 Month Bill Fund in Q4 2025 and has held it in 3 quarters since.
Pinnacle Financial Partners (Georgia)'s F/m US Treasury 3 Month Bill Fund position peaked at $13.9M in Q1 2026.
318 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

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