Pinnacle Financial Partners (Tennessee)’s Interactive Brokers IBKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,480	Closed	-$65.4K	–	525
2025 Q1	$65.4K	Hold	1,480	–	–	﹤0.01%	479
2024 Q4	$51.6K	Hold	1,480	–	–	﹤0.01%	479
2024 Q3	$51.6K	Hold	1,480	–	–	﹤0.01%	478
2024 Q2	$41.3K	Hold	1,480	–	–	﹤0.01%	486
2024 Q1	$41.3K	Hold	1,480	–	–	﹤0.01%	481
2023 Q4	$30.7K	Hold	1,480	–	–	﹤0.01%	475
2023 Q3	$32K	Hold	1,480	–	–	﹤0.01%	448
2023 Q2	$30.7K	Hold	1,480	–	–	﹤0.01%	461
2023 Q1	$30.5K	Hold	1,480	–	–	﹤0.01%	455
2022 Q4	$26.8K	Hold	1,480	–	–	﹤0.01%	449
2022 Q3	$24K	Buy	+1,480	New	+$22.8K	﹤0.01%	447

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IBKR Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 1,480 shares — an estimated $65.4K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IBKR in Q3 2022 and held it in 11 quarters. The position peaked at $65.4K in Q1 2025. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,480 Interactive Brokers shares in Q2 2025, an estimated $65.4K.
Pinnacle Financial Partners (Tennessee) first reported a position in Interactive Brokers in Q3 2022 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Interactive Brokers position peaked at $65.4K in Q1 2025.
802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.