Pinnacle Financial Partners (Tennessee)’s iShares US Regional Banks ETF IAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,147	Closed	-$156K	–	489
2025 Q2	$156K	Hold	3,147	–	–	﹤0.01%	465
2025 Q1	$158K	Hold	3,147	–	–	﹤0.01%	450
2024 Q4	$150K	Hold	3,147	–	–	﹤0.01%	449
2024 Q3	$150K	Hold	3,147	–	–	﹤0.01%	448
2024 Q2	$137K	Hold	3,147	–	–	﹤0.01%	449
2024 Q1	$137K	Hold	3,147	–	–	﹤0.01%	443
2023 Q4	$132K	Hold	3,147	–	–	﹤0.01%	420
2023 Q3	$106K	Hold	3,147	–	–	﹤0.01%	406
2023 Q2	$107K	Hold	3,147	–	–	﹤0.01%	412
2023 Q1	$113K	Hold	3,147	–	–	﹤0.01%	403
2022 Q4	$150K	Buy	3,147 +2,098	+200%	+$103K	﹤0.01%	375
2022 Q3	$50K	Hold	1,049	–	–	﹤0.01%	401
2022 Q2	$52K	Sell	1,049 -3,490	-77%	-$186K	﹤0.01%	376
2022 Q1	$268K	Sell	4,539 -26	-0.6%	-$1.65K	0.01%	331
2021 Q4	$282K	Hold	4,565	–	–	0.01%	344
2021 Q3	$277K	Hold	4,565	–	–	0.01%	331
2021 Q2	$262K	Sell	4,565 -20	-0.4%	-$1.19K	0.01%	323
2021 Q1	$248K	Sell	4,585 -1,461	-24%	-$77.3K	0.01%	321
2020 Q4	$261K	Buy	6,046 +4,997	+476%	+$202K	0.01%	320
2020 Q3	$34K	Sell	1,049 -515	-33%	-$17.4K	﹤0.01%	371
2020 Q2	$53K	Sell	1,564 -741	-32%	-$24.2K	﹤0.01%	340
2020 Q1	$67K	Sell	2,305 -9,941	-81%	-$425K	﹤0.01%	335
2019 Q4	$624K	Buy	12,246 +3,263	+36%	+$159K	0.04%	245
2019 Q3	$418K	Sell	8,983 -110	-1%	-$5.01K	0.03%	259
2019 Q2	$417K	Sell	9,093 -4,579	-33%	-$209K	0.03%	254
2019 Q1	$594K	Buy	13,672 +3,430	+33%	+$155K	0.05%	225
2018 Q4	$408K	Sell	10,242 -14,832	-59%	-$672K	0.04%	237
2018 Q3	$1.23M	Sell	25,074 -236	-0.9%	-$12.1K	0.1%	173
2018 Q2	$1.25M	Sell	25,310 -4,783	-16%	-$245K	0.12%	162
2018 Q1	$1.52M	Sell	30,093 -7,564	-20%	-$395K	0.15%	148
2017 Q4	$1.86M	Sell	37,657 -4,893	-11%	-$235K	0.2%	134
2017 Q3	$2.01M	Sell	42,550 -6,334	-13%	-$286K	0.26%	109
2017 Q2	$2.23M	Sell	48,884 -1,419	-3%	-$63.1K	0.32%	99
2017 Q1	$2.25M	Buy	50,303 +2,457	+5%	+$113K	0.44%	77
2016 Q4	$2.17M	Buy	47,846 +275	+0.6%	+$11.1K	0.47%	73
2016 Q3	$1.63M	Buy	47,571 +244	+0.5%	+$8.36K	0.37%	83
2016 Q2	$1.57M	Buy	47,327 +3,557	+8%	+$118K	0.36%	85
2016 Q1	$1.39M	Buy	43,770 +16,154	+58%	+$504K	0.36%	84
2015 Q4	$966K	Sell	27,616 -10,836	-28%	-$382K	0.3%	94
2015 Q3	$1.3M	Buy	38,452 +2,008	+6%	+$71.4K	0.41%	74
2015 Q2	$1.33M	Buy	36,444 +146	+0.4%	+$5.24K	0.42%	77
2015 Q1	$1.26M	Buy	36,298 +302	+0.8%	+$10.3K	0.42%	76
2014 Q4	$1.26M	Buy	35,996 +1,282	+4%	+$43.2K	0.44%	71
2014 Q3	$1.15M	Buy	34,714 +526	+2%	+$17.7K	0.44%	72
2014 Q2	$1.19M	Buy	34,188 +3,497	+11%	+$118K	0.47%	69
2014 Q1	$1.07M	Buy	30,691 +332	+1%	+$11.1K	0.48%	67
2013 Q4	$1M	Sell	30,359 -6,963	-19%	-$220K	0.46%	71
2013 Q3	$1.11M	Sell	37,322 -53	-0.1%	-$1.62K	0.55%	64
2013 Q2	$1.09M	Buy	+37,375	New	+$1.03M	0.57%	63

Other funds holding IAT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 3,147 shares — an estimated $156K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IAT in Q2 2013 and held it in 49 quarters. The position peaked at $2.25M in Q1 2017. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,147 iShares US Regional Banks ETF shares in Q3 2025, an estimated $156K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 49 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares US Regional Banks ETF position peaked at $2.25M in Q1 2017.
165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

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