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Pinnacle Financial Partners (Georgia)’s Upexi UPXI Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.5K Hold
70,720
– – ﹤0.01% 1122
2026
Q1 		$69.7K Hold
70,720
– – ﹤0.01% 1072
2025
Q4 		$119K Buy
+70,720
New +$267K ﹤0.01% 1038

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MI
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) held its Upexi (UPXI) position steady in Q2 2026 at 70,720 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Pinnacle Financial Partners (Georgia) first reported a position in UPXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $119K in Q4 2025. 48 funds tracked by Wall St. Rank hold UPXI as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 70,720 shares of Upexi worth $55.5K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) left its Upexi share count unchanged in Q2 2026.
  • Upexi made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #1122 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Upexi in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Upexi position peaked at $119K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Upexi as of Q2 2026.

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