Pinnacle Financial Partners, Inc.
Position in PFL — Pimco Income Strategy Fund
CIK 2082866
ATLANTA, GA
Position in PFL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,127,648
+$6,450 QoQ
Shares Held
140,956
+6.0% QoQ
Ownership
0.283%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in PFL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Pinnacle Financial Partners, Inc. holds $73,187,061 across 22 Asset Management names. PFL ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
24,894 | $23,940,807 | |
| 2 | APO |
Apollo Global Management, Inc.
|
97,987 | $10,917,709 | |
| 3 | BX |
Blackstone Inc.
|
88,147 | $10,136,022 | |
| 4 | KKR |
KKR & Co. Inc.
|
67,697 | $6,261,971 | |
| 5 | STT |
State Street Corp
|
44,041 | $5,573,828 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
117,343 | $4,748,869 | |
| 7 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
167,427 | $3,343,517 | |
| 8 | AMP |
Ameriprise Financial Inc
|
4,319 | $1,919,363 |
All Filings in PFL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,127,648 | 140,956 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,121,198 | 133,001 | Shares | Defined | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||