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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
INTC icon
301
Intel
INTC
$487B
$4.88M 0.04%
110,686
-2,597
-2% -$119K
COF icon
302
Capital One
COF
$133B
$4.86M 0.04%
26,612
-699
-3% -$146K
GWW icon
303
W.W. Grainger
GWW
$62.2B
$4.85M 0.04%
4,442
-139
-3% -$152K
FCX icon
304
Freeport-McMoran
FCX
$113B
$4.83M 0.04%
82,108
+14,625
+22% +$884K
SGOL icon
305
abrdn Physical Gold Shares ETF
SGOL
$7.7B
$4.82M 0.04%
107,937
– –
WY icon
306
Weyerhaeuser
WY
$17.1B
$4.79M 0.04%
195,897
-60,765
-24% -$1.53M
BN icon
307
Brookfield
BN
$92.5B
$4.75M 0.04%
117,343
-1,071
-0.9% -$47.5K
EPD icon
308
Enterprise Products Partners
EPD
$84.3B
$4.74M 0.04%
125,373
-3,394
-3% -$120K
VTEB icon
309
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$4.73M 0.04%
94,785
-50,055
-35% -$2.53M
SNDX icon
310
Syndax Pharmaceuticals
SNDX
$1.8B
$4.73M 0.04%
202,282
-4,319
-2% -$93.8K
D icon
311
Dominion Energy
D
$58.5B
$4.7M 0.04%
75,988
+4,859
+7% +$300K
CL icon
312
Colgate-Palmolive
CL
$72.5B
$4.69M 0.04%
54,981
-1,162
-2% -$104K
NHI icon
313
National Health Investors
NHI
$3.56B
$4.66M 0.04%
57,627
+1,000
+2% +$83.3K
AMLP icon
314
Alerian MLP ETF
AMLP
$13.4B
$4.65M 0.04%
88,267
+24,271
+38% +$1.24M
JKHY icon
315
Jack Henry & Associates
JKHY
$12.1B
$4.63M 0.04%
29,287
+2,058
+8% +$352K
STIP icon
316
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$4.5M 0.03%
43,484
-16,372
-27% -$1.69M
ADBE icon
317
Adobe
ADBE
$115B
$4.49M 0.03%
18,488
-8,104
-30% -$2.24M
BWXT icon
318
BWX Technologies
BWXT
$14.3B
$4.39M 0.03%
21,451
+1,021
+5% +$207K
ALL icon
319
Allstate
ALL
$65.1B
$4.38M 0.03%
21,121
-159
-0.7% -$32.6K
UPS icon
320
United Parcel Service
UPS
$89.9B
$4.37M 0.03%
44,413
+8,359
+23% +$896K
HLN icon
321
Haleon
HLN
$44.2B
$4.34M 0.03%
433,893
+2,805
+0.7% +$29.2K
RSG icon
322
Republic Services
RSG
$67.1B
$4.33M 0.03%
19,771
-431
-2% -$94.5K
KNG icon
323
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
$4.31M 0.03%
88,382
+5,325
+6% +$270K
DYNF icon
324
BlackRock US Equity Factor Rotation ETF
DYNF
$41.3B
$4.29M 0.03%
73,765
+6,960
+10% +$421K
KBWB icon
325
Invesco KBW Bank ETF
KBWB
$6.78B
$4.28M 0.03%
54,077
+255
+0.5% +$21.3K
11 12
13
14 15

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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.