Pinnacle Financial Group, LLC / IL NFRA FLEXSHARES TR

Ownership history in Pinnacle Financial Group, LLC / IL  ·  7 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported FLEXSHARES TR (NFRA) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.12% in 2024 Q1. The latest visible filing shows NFRA at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NFRA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in FLEXSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NFRA was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pinnacle Financial Group, LLC / IL held NFRA — position size vs. price
% of Fund (quarterly)    NFRA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13.8% +0.8% 3,486 -560 -13.8% 0.07% $219K 2025-11-12 $60.40
2025 Q2 UNCHANGED 4,046 0% 0.08% $250K 2025-08-11 $58.94
2025 Q1 REDUCED 20.3% +8.3% 4,046 -1,030 -20.3% 0.08% $233K 2025-05-15 $56.98
2024 Q4 UNCHANGED 5,076 0% 0.11% $275K 2025-02-18 $53.39
2024 Q3 UNCHANGED 5,076 0% 0.12% $302K 2024-11-12 $53.19
2024 Q2 UNCHANGED 5,076 0% 0.12% $270K 2024-08-08 $50.83
2024 Q1 INITIATED 5,076 0.12% $277K 2024-05-15 $50.12

FAQ About Pinnacle Financial Group, LLC / IL and NFRA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning NFRA?

Pinnacle Financial Group, LLC / IL reported NFRA across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported NFRA position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for NFRA was 0.12% in 2024 Q1.

What is the latest reported NFRA position on this page?

The most recent filing on this page is 2025 Q3, when Pinnacle Financial Group, LLC / IL reported 3,486 shares, equal to 0.07% of portfolio, with an estimated market value of $219K.

What does the chart on this NFRA ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly NFRA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Pinnacle Financial Group, LLC / IL Holdings