13FBOX
PINNACLE FIN 8.397 PFDPFD SER B · 13F Institutional Holdings
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P

PINNACLE FIN 8.397 PFDPFD SER B

Institutions
3
Combined AUM (Q2 2026)
$1.1M
Combined Shares (Q2 2026)
122,752
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+120,000
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+120,000
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.1M
Institutions
3
New Buys
1
Adds
0
Reduces
0
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IAT REINSURANCE CO LTD.
0.41%#1$1.1M120,000$00+120,000New Buy
Ellenbecker Investment Group
<0.01%0.03%#2$24,6332,737$235,8512,73700.00%Unchanged
Ascentis Independent Advisors
<0.01%<0.01%#3$13515$3831500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow