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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
VEEV icon
401
Veeva Systems
VEEV
$46.1B
$2.72M 0.02%
+12,171
New +$3.23M
VOE icon
402
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$2.68M 0.02%
+15,070
New +$2.64M
FDVV icon
403
Fidelity High Dividend ETF
FDVV
$10.4B
$2.65M 0.02%
+46,673
New +$2.62M
WZRD
404
Opportunistic Trader ETF
WZRD
$465K
$2.64M 0.02%
+120,000
New +$2.94M
TGT icon
405
Target
TGT
$75.1B
$2.64M 0.02%
+27,027
New +$2.49M
HYDB icon
406
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$2.64M 0.02%
+55,787
New +$2.64M
NHC icon
407
National Healthcare
NHC
$3.5B
$2.64M 0.02%
+19,250
New +$2.49M
ANET icon
408
Arista Networks
ANET
$253B
$2.61M 0.02%
+19,923
New +$2.74M
SPLB icon
409
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.22B
$2.6M 0.02%
+115,123
New +$2.64M
IWV icon
410
iShares Russell 3000 ETF
IWV
$20.3B
$2.58M 0.02%
+6,674
New +$2.56M
F icon
411
Ford
F
$55.9B
$2.56M 0.02%
+194,895
New +$2.51M
KHC icon
412
Kraft Heinz
KHC
$29.8B
$2.55M 0.02%
+105,032
New +$2.61M
MSI icon
413
Motorola Solutions
MSI
$80.6B
$2.53M 0.02%
+6,611
New +$2.66M
BAX icon
414
Baxter International
BAX
$13.4B
$2.51M 0.02%
+131,313
New +$2.63M
MEDI icon
415
Harbor Health Care ETF
MEDI
$43.9M
$2.51M 0.02%
+79,732
New +$2.45M
RDVY icon
416
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$2.5M 0.02%
+35,917
New +$2.44M
FMDE icon
417
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.35B
$2.47M 0.02%
+67,791
New +$2.44M
NOBL icon
418
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$2.44M 0.02%
+46,958
New +$2.43M
RPM icon
419
RPM International
RPM
$13.5B
$2.44M 0.02%
+23,419
New +$2.54M
SPYG icon
420
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.8B
$2.41M 0.02%
+22,622
New +$2.4M
IBTH icon
421
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.34B
$2.4M 0.02%
+106,943
New +$2.4M
DLN icon
422
WisdomTree US LargeCap Dividend Fund
DLN
$6.35B
$2.4M 0.02%
+27,229
New +$2.38M
SBRA icon
423
Sabra Healthcare REIT
SBRA
$5.29B
$2.39M 0.02%
+126,067
New +$2.34M
BBY icon
424
Best Buy
BBY
$17.8B
$2.37M 0.02%
+35,400
New +$2.7M
POOL icon
425
Pool Corp
POOL
$6.79B
$2.37M 0.02%
+10,342
New +$2.69M
15 16
17
18 19

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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.