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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
-0.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.1B
AUM Growth
-$165M
Cap. Flow
+$94.1M
Cap. Flow %
0.72%
Top 10 Hldgs %
32.19%
Holding
1,135
New
89
Increased
522
Reduced
396
Closed
59

Top Buys

Rank Stock Value
1
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$261M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.5M
3
FSCC
Federated Hermes MDT Small Cap Core ETF
FSCC
+$17.9M
4
SO icon
Southern Company
SO
+$14.4M
5
SPGI icon
S&P Global
SPGI
+$8.03M

Top Sells

Rank Stock Value
1
SNV
Synovus
SNV
+$266M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$50.4M
3
GPN icon
Global Payments
GPN
+$36.3M
4
KO icon
Coca-Cola
KO
+$14.8M
5
MU icon
Micron Technology
MU
+$9.11M

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.75%
2 Technology 11.84%
3 Financials 10.39%
4 Industrials 8.76%
5 Consumer Staples 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
226
Regions Financial
RF
$25.9B
$8.23M 0.06%
314,936
-12,879
-4% -$360K
VGIT icon
227
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$8.23M 0.06%
138,099
+14,531
+12% +$870K
BUFR icon
228
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$8.17M 0.06%
241,917
+30,861
+15% +$1.06M
OEF icon
229
iShares S&P 100 ETF
OEF
$20.4B
$8.11M 0.06%
25,509
+997
+4% +$334K
VBK icon
230
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$8.09M 0.06%
26,756
-1,880
-7% -$591K
CMCSA icon
231
Comcast
CMCSA
$94.5B
$8.08M 0.06%
281,418
-37,253
-12% -$1.11M
VNQ icon
232
Vanguard Real Estate ETF
VNQ
$38.8B
$8.07M 0.06%
90,969
+938
+1% +$86K
IEF icon
233
iShares 7-10 Year Treasury Bond ETF
IEF
$43B
$8.01M 0.06%
83,899
+487
+0.6% +$46.8K
BE icon
234
Bloom Energy
BE
$64.6B
$7.96M 0.06%
58,746
+18,835
+47% +$2.76M
NSC icon
235
Norfolk Southern
NSC
$78.4B
$7.96M 0.06%
27,727
-5,901
-18% -$1.75M
HWM icon
236
Howmet Aerospace
HWM
$106B
$7.81M 0.06%
33,877
+1,058
+3% +$247K
GIS icon
237
General Mills
GIS
$21.7B
$7.79M 0.06%
209,410
-3,348
-2% -$145K
GSK icon
238
GSK
GSK
$101B
$7.76M 0.06%
140,630
-1,327
-0.9% -$71.9K
BUFD icon
239
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.03B
$7.76M 0.06%
277,096
+4,844
+2% +$137K
SDY icon
240
State Street SPDR S&P Dividend ETF
SDY
$22B
$7.69M 0.06%
52,658
+772
+1% +$115K
XLU icon
241
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$7.63M 0.06%
166,131
-14,555
-8% -$653K
IJJ icon
242
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.89B
$7.55M 0.06%
56,983
+1,617
+3% +$221K
EFV icon
243
iShares MSCI EAFE Value ETF
EFV
$31.6B
$7.45M 0.06%
100,149
+4,849
+5% +$364K
CMG icon
244
Chipotle Mexican Grill
CMG
$46.7B
$7.35M 0.06%
229,761
-42,904
-16% -$1.59M
APA icon
245
APA Corp
APA
$14.9B
$7.28M 0.06%
171,638
+24,664
+17% +$746K
SDVY icon
246
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$7.24M 0.06%
183,618
+12,704
+7% +$516K
TGT icon
247
Target
TGT
$75.3B
$7.16M 0.05%
59,085
+32,058
+119% +$3.61M
SU icon
248
Suncor Energy
SU
$77.9B
$7.07M 0.05%
106,877
+6,370
+6% +$352K
SONY icon
249
Sony
SONY
$140B
$7.06M 0.05%
341,143
-1,146
-0.3% -$25.7K
TW icon
250
Tradeweb Markets
TW
$22.8B
$7.05M 0.05%
59,945
+8,209
+16% +$940K
8 9
10
11 12

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Pinnacle Financial Partners (Georgia)'s Q1 2026 Portfolio in Review

As of Q1 2026, Pinnacle Financial Partners (Georgia) held 1,135 positions worth $13.1B, down 1.2% from $13.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Pinnacle Financial Partners (Georgia)'s Q1 2026 filing shows 89 new, 522 increased, 396 reduced and 59 closed positions. Its largest new stake was Campbell Soup: 145,200 shares worth $3.23M. The largest sale was Synovus, an estimated $266M.

By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 42% a quarter earlier, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q1 2026 buy was Campbell Soup: 145,200 shares worth $3.23M.
  • Pinnacle Financial Partners (Georgia) added most to Pinnacle Financial Partners Inc in Q1 2026, an estimated $261M increase.
  • Pinnacle Financial Partners (Georgia)'s biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $50.4M.
  • Pinnacle Financial Partners (Georgia) fully exited Synovus in Q1 2026, selling an estimated $266M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 32% of its $13.1B portfolio in Q1 2026.
  • Pinnacle Financial Partners (Georgia) opened 89 new positions and closed 59 in Q1 2026.
  • Pinnacle Financial Partners (Georgia)'s portfolio value fell 1.2% quarter-over-quarter to $13.1B.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q1 2026, filed 14 May 2026.