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Disclosery

Pinnacle Financial Partners, Inc.: XLU position timeline

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

Pinnacle Financial Partners, Inc. held 166,941 XLU 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 166,941 shares
    Change vs previous 13F +810 shares

    0.05% of the 13F portfolio, value $7,569,131.

    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 166,131 shares
    Change vs previous 13F -14,555 shares

    0.06% of the 13F portfolio, value $7,625,017.

    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 180,686 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $7,714,432.

    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).