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Disclosery

Pinnacle Financial Partners, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Financial Partners, Inc. on AGG, newest first. How the timeline and the estimate are built.

Pinnacle Financial Partners, Inc. held 646,646 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 646,646 shares
    Change vs previous 13F +53,818 shares

    0.44% of the 13F portfolio, value $64,005,038.

    13F-HR 0001172661-26-003642 filed by Pinnacle Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 592,828 shares
    Change vs previous 13F +21,295 shares

    0.45% of the 13F portfolio, value $58,852,015.

    13F-HR 0001172661-26-001938 filed by Pinnacle Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 571,533 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $57,087,074.

    13F-HR/A 0001172661-26-001303 filed by Pinnacle Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).