Pinnacle Financial Partners (Tennessee)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,570	Closed	-$172K	–	551
2023 Q2	$172K	Hold	5,570	–	–	﹤0.01%	395
2023 Q1	$174K	Sell	5,570 -21,411	-79%	-$688K	﹤0.01%	386
2022 Q4	$824K	Sell	26,981 -36,252	-57%	-$1.13M	0.02%	255
2022 Q3	$2M	Buy	63,233 +2,803	+5%	+$94K	0.07%	191
2022 Q2	$1.99M	Sell	60,430 -75	-0.1%	-$2.54K	0.07%	186
2022 Q1	$2.2M	Buy	60,505 +14,828	+32%	+$545K	0.07%	184
2021 Q4	$1.8M	Sell	45,677 -1,730	-4%	-$67.2K	0.06%	197
2021 Q3	$1.84M	Sell	47,407 -501	-1%	-$19.7K	0.06%	191
2021 Q2	$1.88M	Buy	47,908 +25,161	+111%	+$975K	0.08%	167
2021 Q1	$874K	Buy	+22,747	New	+$863K	0.04%	212
2018 Q3	–	Sell	-5,540	Closed	-$209K	–	441
2018 Q2	$209K	Buy	+5,540	New	+$206K	0.02%	303
2018 Q1	–	Sell	-7,803	Closed	-$297K	–	417
2017 Q4	$297K	Buy	7,803 +1,407	+22%	+$54K	0.03%	258
2017 Q3	$248K	Sell	6,396 -575	-8%	-$22.4K	0.03%	256
2017 Q2	$274K	Buy	+6,971	New	+$271K	0.04%	251
2017 Q1	–	Sell	-12,197	Closed	-$454K	–	250
2016 Q4	$454K	Sell	12,197 -5,477	-31%	-$208K	0.1%	174
2016 Q3	$708K	Sell	17,674 -150	-0.8%	-$5.99K	0.16%	146
2016 Q2	$714K	Buy	17,824 +559	+3%	+$21.9K	0.16%	139
2016 Q1	$674K	Buy	17,265 +150	+0.9%	+$5.73K	0.17%	140
2015 Q4	$665K	Sell	17,115 -150	-0.9%	-$5.84K	0.21%	129
2015 Q3	$667K	Hold	17,265	–	–	0.21%	120
2015 Q2	$676K	Buy	17,265 +1,200	+7%	+$47.6K	0.21%	119
2015 Q1	$644K	Buy	16,065 +150	+0.9%	+$5.98K	0.22%	116
2014 Q4	$628K	Hold	15,915	–	–	0.22%	116
2014 Q3	$629K	Hold	15,915	–	–	0.24%	109
2014 Q2	$635K	Hold	15,915	–	–	0.25%	110
2014 Q1	$621K	Hold	15,915	–	–	0.28%	97
2013 Q4	$586K	Hold	15,915	–	–	0.27%	101
2013 Q3	$605K	Hold	15,915	–	–	0.3%	83
2013 Q2	$625K	Buy	+15,915	New	+$640K	0.33%	83

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PFF Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 5,570 shares — an estimated $172K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PFF in Q2 2013 and held it in 29 quarters. The position peaked at $2.2M in Q1 2022. 959 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 5,570 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $172K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 29 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares Preferred and Income Securities ETF position peaked at $2.2M in Q1 2022.
959 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.