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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUM icon
376
Yum! Brands
YUM
$41B
$3.13M 0.02%
+20,659
New +$3.06M
JAVA icon
377
JPMorgan Active Value ETF
JAVA
$7.11B
$3.12M 0.02%
+43,513
New +$3.05M
MINT icon
378
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$3.04M 0.02%
+30,286
New +$3.04M
MCK icon
379
McKesson
MCK
$104B
$3.02M 0.02%
+3,685
New +$3.01M
VSTM icon
380
Verastem
VSTM
$667M
$3.01M 0.02%
+390,524
New +$3.48M
DGRO icon
381
iShares Core Dividend Growth ETF
DGRO
$43.6B
$3.01M 0.02%
+43,405
New +$2.98M
CWI icon
382
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.89B
$3.01M 0.02%
+83,879
New +$2.97M
AMLP icon
383
Alerian MLP ETF
AMLP
$13.4B
$3.01M 0.02%
+63,996
New +$3M
FTCS icon
384
First Trust Capital Strength ETF
FTCS
$7.98B
$2.99M 0.02%
+32,359
New +$2.99M
MGK icon
385
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$2.99M 0.02%
+36,185
New +$2.97M
RY icon
386
Royal Bank of Canada
RY
$283B
$2.98M 0.02%
+17,505
New +$2.69M
XLF icon
387
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
$2.95M 0.02%
+53,833
New +$2.87M
JAAA icon
388
Janus Henderson AAA CLO ETF
JAAA
$30B
$2.95M 0.02%
+58,282
New +$2.95M
FCN icon
389
FTI Consulting
FCN
$4.19B
$2.94M 0.02%
+17,205
New +$2.84M
NVS icon
390
Novartis
NVS
$294B
$2.93M 0.02%
+21,237
New +$2.78M
APOC
391
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.1M
$2.86M 0.02%
+109,242
New +$2.84M
EW icon
392
Edwards Lifesciences
EW
$52B
$2.86M 0.02%
+33,491
New +$2.75M
HYG icon
393
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$2.84M 0.02%
+35,160
New +$2.83M
JMEE icon
394
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.99B
$2.83M 0.02%
+43,902
New +$2.81M
PPA icon
395
Invesco Aerospace & Defense ETF
PPA
$8.14B
$2.81M 0.02%
+17,926
New +$2.76M
GILD icon
396
Gilead Sciences
GILD
$184B
$2.8M 0.02%
+22,840
New +$2.78M
TTE icon
397
TotalEnergies
TTE
$192B
$2.78M 0.02%
+42,537
New +$2.69M
CCEP icon
398
Coca-Cola Europacific Partners
CCEP
$47.5B
$2.78M 0.02%
+30,630
New +$2.77M
XLRE icon
399
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.41B
$2.76M 0.02%
+68,368
New +$2.81M
ROST icon
400
Ross Stores
ROST
$74.1B
$2.75M 0.02%
+15,279
New +$2.55M
14 15
16
17 18

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.