PFPT
TBIL

Pinnacle Financial Partners (Tennessee)’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio TBIL Stock Details TBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$538K Hold
10,757
– – 0.01% 330
2025
Q2 		$538K Sell
10,757
-40,845
-79% -$2.04M 0.01% 324
2025
Q1 		$2.58M Sell
51,602
-321
-0.6% -$16K 0.05% 205
2024
Q4 		$2.59M Buy
51,923
+2,340
+5% +$117K 0.05% 206
2024
Q3 		$2.48M Buy
+49,583
New +$2.48M 0.05% 208

Other funds holding TBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) held its F/m US Treasury 3 Month Bill Fund (TBIL) position steady in Q3 2025 at 10,757 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #330.

Pinnacle Financial Partners (Tennessee) first reported a position in TBIL in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.59M in Q4 2024. 286 funds tracked by Wall St. Rank hold TBIL as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 10,757 shares of F/m US Treasury 3 Month Bill Fund worth $538K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) left its F/m US Treasury 3 Month Bill Fund share count unchanged in Q3 2025.
  • F/m US Treasury 3 Month Bill Fund made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #330 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in F/m US Treasury 3 Month Bill Fund in Q3 2024 and has held it in 5 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s F/m US Treasury 3 Month Bill Fund position peaked at $2.59M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q3 2025.

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