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Pinnacle Financial Partners (Tennessee)’s iShares S&P 100 ETF OEF Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.05M Hold
21,178
– – 0.17% 146
2025
Q2 		$6.45M Buy
+21,178
New +$5.9M 0.14% 156

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) held its iShares S&P 100 ETF (OEF) position steady in Q3 2025 at 21,178 shares worth $7.05M. The position accounts for 0.17% of the portfolio, ranked #146.

Pinnacle Financial Partners (Tennessee) first reported a position in OEF in Q2 2025 and has held it in 2 quarters since. 998 funds tracked by Wall St. Rank hold OEF as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 21,178 shares of iShares S&P 100 ETF worth $7.05M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) left its iShares S&P 100 ETF share count unchanged in Q3 2025.
  • iShares S&P 100 ETF made up 0.17% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #146 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in iShares S&P 100 ETF in Q2 2025 and has held it in 2 quarters since.
  • 998 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2025.

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