Pinnacle Financial Partners (Tennessee)’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,542	Closed	-$226K	–	476
2025 Q2	$226K	Buy	+3,542	New	+$216K	﹤0.01%	440
2023 Q4	–	Sell	-4,364	Closed	-$216K	–	530
2023 Q3	$216K	Buy	4,364 +400	+10%	+$20.7K	0.01%	377
2023 Q2	$204K	Buy	+3,964	New	+$199K	0.01%	389
2022 Q1	–	Sell	-12,699	Closed	-$706K	–	445
2021 Q4	$706K	Buy	12,699 +450	+4%	+$24K	0.02%	260
2021 Q3	$615K	Hold	12,249	–	–	0.02%	264
2021 Q2	$617K	Buy	+12,249	New	+$615K	0.03%	253

Other funds holding DGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s DGRO Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Core Dividend Growth ETF (DGRO) in Q3 2025, closing a stake of 3,542 shares — an estimated $226K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in DGRO in Q2 2021 and held it in 6 quarters. The position peaked at $706K in Q4 2021. 1,179 funds tracked by Wall St. Rank hold DGRO as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares Core Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,542 iShares Core Dividend Growth ETF shares in Q3 2025, an estimated $226K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Core Dividend Growth ETF in Q2 2021 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares Core Dividend Growth ETF position peaked at $706K in Q4 2021.
1,179 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.