PFPT
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Pinnacle Financial Partners (Tennessee)’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$757K Buy
8,365
+1,303
+18% +$112K 0.02% 290
2025
Q2 		$584K Buy
7,062
+155
+2% +$12.2K 0.01% 315
2025
Q1 		$529K Buy
+6,907
New +$546K 0.01% 321
2019
Q2 		– Sell
-4,400
Closed -$230K – 378
2019
Q1 		$230K Buy
+4,400
New +$223K 0.02% 310
2018
Q4 		– Sell
-14,145
Closed -$763K – 337
2018
Q3 		$763K Buy
14,145
+5,982
+73% +$321K 0.06% 198
2018
Q2 		$433K Hold
8,163
– – 0.04% 233
2018
Q1 		$422K Buy
8,163
+3,138
+62% +$164K 0.04% 227
2017
Q4 		$254K Buy
5,025
+162
+3% +$8.33K 0.03% 276
2017
Q3 		$248K Hold
4,863
– – 0.03% 255
2017
Q2 		$241K Buy
+4,863
New +$238K 0.03% 266

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