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Pinnacle Financial Partners (Tennessee)’s iShares Select Dividend ETF DVY Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio DVY Stock Details DVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$14.2M Buy
99,950
+482
+0.5% +$66.8K 0.34% 80
2025
Q2 		$13.2M Buy
99,468
+964
+1% +$125K 0.28% 100
2025
Q1 		$13.2M Buy
98,504
+1,456
+2% +$195K 0.27% 96
2024
Q4 		$12.7M Buy
97,048
+28,666
+42% +$3.91M 0.26% 101
2024
Q3 		$9.24M Buy
68,382
+834
+1% +$108K 0.19% 130
2024
Q2 		$8.17M Sell
67,548
-950
-1% -$115K 0.17% 135
2024
Q1 		$8.44M Sell
68,498
-4,734
-6% -$554K 0.18% 129
2023
Q4 		$8.58M Buy
73,232
+607
+0.8% +$66.8K 0.2% 122
2023
Q3 		$7.82M Sell
72,625
-3,050
-4% -$347K 0.2% 116
2023
Q2 		$8.57M Sell
75,675
-18,648
-20% -$2.12M 0.22% 112
2023
Q1 		$11.1M Sell
94,323
-11,176
-11% -$1.35M 0.3% 92
2022
Q4 		$12.7M Buy
105,499
+30,280
+40% +$3.58M 0.37% 81
2022
Q3 		$8.06M Buy
75,219
+6,709
+10% +$804K 0.29% 96
2022
Q2 		$8.06M Buy
68,510
+7,009
+11% +$877K 0.29% 103
2022
Q1 		$7.88M Buy
61,501
+606
+1% +$75.7K 0.25% 114
2021
Q4 		$7.46M Sell
60,895
-711
-1% -$84.7K 0.23% 119
2021
Q3 		$7.07M Buy
61,606
+5,228
+9% +$611K 0.25% 112
2021
Q2 		$6.57M Sell
56,378
-1,959
-3% -$233K 0.27% 104
2021
Q1 		$6.66M Sell
58,337
-1,442
-2% -$152K 0.3% 99
2020
Q4 		$5.75M Sell
59,779
-144
-0.2% -$13.1K 0.28% 99
2020
Q3 		$4.89M Sell
59,923
-7,599
-11% -$634K 0.27% 105
2020
Q2 		$5.45M Sell
67,522
-44,548
-40% -$3.56M 0.31% 94
2020
Q1 		$8.24M Buy
112,070
+25,649
+30% +$2.45M 0.57% 49
2019
Q4 		$9.13M Buy
86,421
+5,786
+7% +$596K 0.57% 54
2019
Q3 		$8.22M Buy
80,635
+17
+0% +$1.7K 0.59% 52
2019
Q2 		$8.03M Sell
80,618
-22,385
-22% -$2.21M 0.6% 49
2019
Q1 		$10.1M Buy
103,003
+9,216
+10% +$883K 0.81% 33
2018
Q4 		$8.38M Buy
93,787
+49,894
+114% +$4.78M 0.79% 39
2018
Q3 		$4.38M Buy
43,893
+2,630
+6% +$264K 0.37% 77
2018
Q2 		$4.03M Sell
41,263
-5,539
-12% -$538K 0.38% 76
2018
Q1 		$4.45M Buy
46,802
+4,848
+12% +$473K 0.45% 67
2017
Q4 		$4.13M Sell
41,954
-1,237
-3% -$119K 0.44% 67
2017
Q3 		$4.04M Sell
43,191
-358
-0.8% -$33.1K 0.52% 54
2017
Q2 		$4.02M Buy
43,549
+3,087
+8% +$284K 0.57% 55
2017
Q1 		$3.69M Sell
40,462
-6,753
-14% -$612K 0.73% 44
2016
Q4 		$4.18M Sell
47,215
-3,107
-6% -$268K 0.9% 31
2016
Q3 		$4.39M Sell
50,322
-1,403
-3% -$121K 0.99% 30
2016
Q2 		$4.51M Buy
51,725
+19,069
+58% +$1.57M 1.04% 29
2016
Q1 		$2.67M Buy
32,656
+15,677
+92% +$1.2M 0.68% 45
2015
Q4 		$1.28M Buy
16,979
+1,365
+9% +$104K 0.4% 73
2015
Q3 		$1.14M Sell
15,614
-6,549
-30% -$489K 0.36% 85
2015
Q2 		$1.67M Sell
22,163
-2,043
-8% -$160K 0.53% 64
2015
Q1 		$1.89M Buy
24,206
+1,553
+7% +$123K 0.63% 55
2014
Q4 		$1.8M Buy
22,653
+6,268
+38% +$484K 0.63% 56
2014
Q3 		$1.21M Buy
16,385
+2,785
+20% +$210K 0.46% 70
2014
Q2 		$1.05M Buy
13,600
+3,868
+40% +$289K 0.42% 75
2014
Q1 		$714K Buy
9,732
+985
+11% +$69.9K 0.32% 89
2013
Q4 		$624K Buy
+8,747
New +$608K 0.29% 93

Other funds holding DVY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its iShares Select Dividend ETF (DVY) stake by 0.48% in Q3 2025, buying an estimated $66.8K and bringing the position to 99,950 shares worth $14.2M. The position accounts for 0.34% of the portfolio, ranked #80.

Pinnacle Financial Partners (Tennessee) first reported a position in DVY in Q4 2013 and has held it in 48 quarters since. 1,306 funds tracked by Wall St. Rank hold DVY as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 99,950 shares of iShares Select Dividend ETF worth $14.2M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 482 iShares Select Dividend ETF shares in Q3 2025, an estimated $66.8K.
  • iShares Select Dividend ETF made up 0.34% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #80 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares Select Dividend ETF in Q4 2013 and has held it in 48 quarters since.
  • 1,306 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2025.

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