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Pinnacle Financial Partners (Georgia)’s UBS Group UBS Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403K Sell
8,140
-1,986
-20% -$90.5K ﹤0.01% 914
2026
Q1 		$396K Buy
10,126
+27
+0.3% +$1.16K ﹤0.01% 869
2025
Q4 		$468K Buy
+10,099
New +$408K ﹤0.01% 809

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Fisher Asset Management
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Massachusetts Financial Services
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its UBS Group (UBS) stake by 20% in Q2 2026, selling an estimated $90.5K and leaving 8,140 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Pinnacle Financial Partners (Georgia) first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 8,140 shares of UBS Group worth $403K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 1,986 UBS Group shares in Q2 2026, an estimated $90.5K.
  • UBS Group made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #914 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s UBS Group position peaked at $468K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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