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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
BAP icon
326
Credicorp
BAP
$29.6B
$4.27M 0.03%
12,594
+94
+0.8% +$31.5K
SPTL icon
327
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$4.26M 0.03%
161,825
+17,813
+12% +$475K
DT icon
328
Dynatrace
DT
$15.4B
$4.24M 0.03%
114,541
+14,151
+14% +$541K
AZO icon
329
AutoZone
AZO
$47.9B
$4.21M 0.03%
1,245
+12
+1% +$43.1K
RDVI icon
330
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.72B
$4.2M 0.03%
164,181
-24,544
-13% -$656K
SBUX icon
331
Starbucks
SBUX
$122B
$4.19M 0.03%
46,740
+8,703
+23% +$823K
IYF icon
332
iShares US Financials ETF
IYF
$4.3B
$4.18M 0.03%
35,539
-483
-1% -$59.9K
IJK icon
333
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$4.16M 0.03%
41,360
+1,766
+4% +$181K
TTE icon
334
TotalEnergies
TTE
$191B
$4.16M 0.03%
45,702
+3,165
+7% +$242K
RPRX icon
335
Royalty Pharma
RPRX
$27.6B
$4.15M 0.03%
86,614
-2,299
-3% -$101K
ING icon
336
ING
ING
$100B
$4.14M 0.03%
158,848
-3,195
-2% -$89.9K
GL icon
337
Globe Life
GL
$13.5B
$4.12M 0.03%
29,592
+124
+0.4% +$17.5K
YUM icon
338
Yum! Brands
YUM
$41.1B
$4.1M 0.03%
26,363
+5,704
+28% +$903K
BSV icon
339
Vanguard Short-Term Bond ETF
BSV
$45.7B
$4.09M 0.03%
52,190
-6,903
-12% -$544K
NUE icon
340
Nucor
NUE
$57.3B
$4.09M 0.03%
24,194
+2,211
+10% +$385K
WMB icon
341
Williams Companies
WMB
$90.7B
$4.05M 0.03%
55,696
+256
+0.5% +$17.7K
XLP icon
342
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$4.04M 0.03%
49,320
+4
+0% +$337
HBAN icon
343
Huntington Bancshares
HBAN
$34.1B
$3.98M 0.03%
254,171
+229,803
+943% +$3.93M
CARR icon
344
Carrier Global
CARR
$48.5B
$3.89M 0.03%
69,029
-21,823
-24% -$1.29M
AXSM icon
345
Axsome Therapeutics
AXSM
$10.8B
$3.86M 0.03%
22,865
+126
+0.6% +$21.8K
NTRA icon
346
Natera
NTRA
$48.8B
$3.86M 0.03%
19,276
-65
-0.3% -$14K
MRSH
347
Marsh
MRSH
$90.7B
$3.8M 0.03%
21,919
-5,355
-20% -$963K
PLTR icon
348
Palantir
PLTR
$447B
$3.79M 0.03%
25,881
+1,087
+4% +$166K
FNDE icon
349
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.2B
$3.77M 0.03%
98,447
+2,540
+3% +$97.9K
PICK icon
350
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.47B
$3.76M 0.03%
66,517
+859
+1% +$49.9K
12 13
14
15 16

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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.