Position in SOR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$475,053
+$241,971 QoQ
Shares Held
10,334
+105.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 56 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $77,795,416 across 21 Asset Management names. SOR ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
25,331 | $24,357,274 | |
| 2 | APO |
Apollo Global Management, Inc.
|
102,117 | $12,081,461 | |
| 3 | BX |
Blackstone Inc.
|
88,276 | $10,387,435 | |
| 4 | STT |
State Street Corp
|
45,049 | $7,640,310 | |
| 5 | KKR |
KKR & Co. Inc.
|
66,860 | $6,136,409 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
117,123 | $4,988,267 | |
| 7 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
168,135 | $3,557,736 | |
| 8 | AMP |
Ameriprise Financial Inc
|
4,337 | $1,989,640 |
All Filings in SOR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,053 | 10,334 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $233,082 | 5,032 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||