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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
226
KLA
KLAC
$240B
$8.51M 0.06%
+70,000
New +$8.21M
VRTX icon
227
Vertex Pharmaceuticals
VRTX
$139B
$8.43M 0.06%
+18,588
New +$8.01M
KMB icon
228
Kimberly-Clark
KMB
$36.5B
$8.41M 0.06%
+83,396
New +$9.12M
OEF icon
229
iShares S&P 100 ETF
OEF
$20.5B
$8.41M 0.06%
+24,512
New +$8.33M
CASY icon
230
Casey's General Stores
CASY
$28.7B
$8.32M 0.06%
+15,058
New +$8.29M
CPAY icon
231
Corpay
CPAY
$26.8B
$8.15M 0.06%
+27,083
New +$7.86M
EEM icon
232
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$8.13M 0.06%
+148,557
New +$8.08M
IEF icon
233
iShares 7-10 Year Treasury Bond ETF
IEF
$43.1B
$8.02M 0.06%
+83,412
New +$8.07M
VNQ icon
234
Vanguard Real Estate ETF
VNQ
$38.9B
$7.97M 0.06%
+90,031
New +$8.09M
GNRC icon
235
Generac Holdings
GNRC
$11.8B
$7.95M 0.06%
+58,288
New +$9.41M
AVLV icon
236
Avantis US Large Cap Value ETF
AVLV
$19B
$7.87M 0.06%
+103,829
New +$7.64M
OTIS icon
237
Otis Worldwide
OTIS
$27.3B
$7.83M 0.06%
+89,691
New +$8.02M
SCHD icon
238
Schwab US Dividend Equity ETF
SCHD
$111B
$7.73M 0.06%
+281,622
New +$7.66M
XLU icon
239
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$7.71M 0.06%
+180,686
New +$8M
AZN icon
240
AstraZeneca
AZN
$255B
$7.7M 0.06%
+41,896
New +$7.35M
BUFD icon
241
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.03B
$7.69M 0.06%
+272,252
New +$7.59M
VGIT icon
242
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$7.41M 0.06%
+123,568
New +$7.43M
MDT icon
243
Medtronic
MDT
$117B
$7.38M 0.06%
+76,790
New +$7.46M
IJJ icon
244
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.89B
$7.29M 0.06%
+55,366
New +$7.21M
VTEB icon
245
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$7.28M 0.06%
+144,840
New +$7.29M
BUFR icon
246
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$7.23M 0.05%
+211,056
New +$7.13M
SDY icon
247
State Street SPDR S&P Dividend ETF
SDY
$22B
$7.22M 0.05%
+51,886
New +$7.22M
BUFG icon
248
FT Vest Buffered Allocation Growth ETF
BUFG
$331M
$7.16M 0.05%
+260,221
New +$7.07M
GSK icon
249
GSK
GSK
$101B
$6.96M 0.05%
+141,957
New +$6.62M
SYK icon
250
Stryker
SYK
$125B
$6.9M 0.05%
+19,620
New +$7.15M
8 9
10
11 12

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.