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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
COR icon
276
Cencora
COR
$61.3B
$5.79M 0.04%
18,430
-1,341
-7% -$468K
CSX icon
277
CSX Corp
CSX
$95.5B
$5.76M 0.04%
140,277
-1,272
-0.9% -$49.9K
FNDX icon
278
Schwab Fundamental US Large Company Index ETF
FNDX
$27.6B
$5.65M 0.04%
202,869
-2,417
-1% -$68.5K
ECL icon
279
Ecolab
ECL
$80.1B
$5.62M 0.04%
21,133
-572
-3% -$161K
TT icon
280
Trane Technologies
TT
$100B
$5.61M 0.04%
13,449
-6
-0% -$2.55K
CVS icon
281
CVS Health
CVS
$119B
$5.58M 0.04%
77,686
-4,363
-5% -$336K
STT icon
282
State Street
STT
$53.1B
$5.57M 0.04%
44,041
+3,362
+8% +$430K
MUB icon
283
iShares National Muni Bond ETF
MUB
$45.5B
$5.56M 0.04%
52,348
+3,401
+7% +$366K
HALO icon
284
Halozyme
HALO
$12.1B
$5.55M 0.04%
85,881
+1,844
+2% +$130K
VT icon
285
Vanguard Total World Stock ETF
VT
$81.5B
$5.54M 0.04%
40,047
+11,047
+38% +$1.59M
LRCX icon
286
Lam Research
LRCX
$399B
$5.42M 0.04%
25,385
+4,821
+23% +$1.08M
SCHG icon
287
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
$5.41M 0.04%
185,840
+972
+0.5% +$30.2K
CCJ icon
288
Cameco
CCJ
$46.3B
$5.4M 0.04%
49,733
+37
+0.1% +$4.23K
XLV icon
289
State Street Health Care Select Sector SPDR ETF
XLV
$44.6B
$5.4M 0.04%
36,813
+796
+2% +$123K
FLTR icon
290
VanEck IG Floating Rate ETF
FLTR
$3.08B
$5.33M 0.04%
209,034
+9,621
+5% +$245K
KMI icon
291
Kinder Morgan
KMI
$70.2B
$5.27M 0.04%
157,123
+5,583
+4% +$174K
PH icon
292
Parker-Hannifin
PH
$127B
$5.24M 0.04%
5,849
-56
-0.9% -$53K
KRYS icon
293
Krystal Biotech
KRYS
$10.6B
$5.21M 0.04%
20,180
+3,197
+19% +$851K
SLB icon
294
SLB Ltd
SLB
$81.6B
$5.21M 0.04%
101,369
+6,771
+7% +$329K
VMC icon
295
Vulcan Materials
VMC
$35.5B
$5.15M 0.04%
18,893
-247
-1% -$72.7K
ROK icon
296
Rockwell Automation
ROK
$48.1B
$5.14M 0.04%
14,319
-285
-2% -$112K
VTIP icon
297
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$5.02M 0.04%
100,510
+59,593
+146% +$2.96M
CEG icon
298
Constellation Energy
CEG
$100B
$4.97M 0.04%
17,792
+2,267
+15% +$689K
FN icon
299
Fabrinet
FN
$15.5B
$4.96M 0.04%
9,507
-1
-0% -$508
QYLD icon
300
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.35B
$4.92M 0.04%
287,071
+4,497
+2% +$79.1K
10 11
12
13 14

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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.