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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
APD icon
251
Air Products & Chemicals
APD
$68B
$7.01M 0.05%
24,138
+106
+0.4% +$29.2K
BUFG icon
252
FT Vest Buffered Allocation Growth ETF
BUFG
$331M
$6.94M 0.05%
258,455
-1,766
-0.7% -$48.6K
GOVT icon
253
iShares US Treasury Bond ETF
GOVT
$44.4B
$6.92M 0.05%
302,238
+34,402
+13% +$793K
OTIS icon
254
Otis Worldwide
OTIS
$27.2B
$6.9M 0.05%
89,539
-152
-0.2% -$13.3K
MPC icon
255
Marathon Petroleum
MPC
$102B
$6.88M 0.05%
28,156
-2
-0% -$404
SKOR icon
256
Northern Trust Credit-Scored US Corporate Bond ETF
SKOR
$740M
$6.87M 0.05%
141,346
+34,950
+33% +$1.71M
XSOE icon
257
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.13B
$6.82M 0.05%
169,962
+11,592
+7% +$483K
HYGV icon
258
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.08B
$6.73M 0.05%
168,115
+15,097
+10% +$613K
FTSM icon
259
First Trust Enhanced Short Maturity ETF
FTSM
$6.53B
$6.67M 0.05%
111,631
+4,859
+5% +$291K
DFAS icon
260
Dimensional US Small Cap ETF
DFAS
$15.7B
$6.67M 0.05%
93,796
+5,560
+6% +$408K
PSX icon
261
Phillips 66
PSX
$96.6B
$6.66M 0.05%
36,547
+8,229
+29% +$1.29M
BA icon
262
Boeing
BA
$166B
$6.5M 0.05%
32,638
+3,478
+12% +$792K
VB icon
263
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$6.46M 0.05%
24,666
-189
-0.8% -$51.1K
GEV icon
264
GE Vernova
GEV
$253B
$6.43M 0.05%
7,368
+495
+7% +$386K
QCOM icon
265
Qualcomm
QCOM
$176B
$6.42M 0.05%
49,886
-2,743
-5% -$400K
SYK icon
266
Stryker
SYK
$125B
$6.36M 0.05%
19,350
-270
-1% -$96.9K
IAU icon
267
iShares Gold Trust
IAU
$68.3B
$6.31M 0.05%
71,612
-7,532
-10% -$691K
KKR icon
268
KKR & Co
KKR
$97.9B
$6.26M 0.05%
67,697
+317
+0.5% +$33.4K
SSB icon
269
SouthState Bank Corp
SSB
$10.3B
$6.26M 0.05%
67,608
-2,850
-4% -$280K
USB icon
270
US Bancorp
USB
$97.4B
$6.24M 0.05%
119,912
+5,846
+5% +$321K
SPTI icon
271
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$6.18M 0.05%
215,749
+130
+0.1% +$3.75K
COP icon
272
ConocoPhillips
COP
$156B
$6.14M 0.05%
46,534
+6,134
+15% +$679K
LYTS icon
273
LSI Industries
LYTS
$749M
$5.92M 0.05%
318,197
– –
EZM icon
274
WisdomTree US MidCap Fund
EZM
$955M
$5.84M 0.04%
86,876
-66
-0.1% -$4.56K
ETR icon
275
Entergy
ETR
$49.8B
$5.84M 0.04%
51,958
+3,723
+8% +$375K
9 10
11
12 13

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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.