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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
CBRE icon
426
CBRE Group
CBRE
$42.6B
$2.35M 0.02%
+14,633
New +$2.3M
DFUS
427
Dimensional US Equity ETF
DFUS
$21.6B
$2.35M 0.02%
+31,688
New +$2.33M
IWY icon
428
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$2.34M 0.02%
+8,442
New +$2.34M
RIO icon
429
Rio Tinto
RIO
$170B
$2.27M 0.02%
+28,387
New +$2.04M
VRSK icon
430
Verisk Analytics
VRSK
$24.9B
$2.27M 0.02%
+10,145
New +$2.29M
MAA icon
431
Mid-America Apartment Communities
MAA
$14.9B
$2.26M 0.02%
+16,248
New +$2.16M
JMST icon
432
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.25B
$2.25M 0.02%
+44,240
New +$2.25M
SPHQ icon
433
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$2.25M 0.02%
+30,002
New +$2.23M
KRE icon
434
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$2.24M 0.02%
+34,552
New +$2.17M
VDE icon
435
Vanguard Energy ETF
VDE
$10.6B
$2.24M 0.02%
+17,749
New +$2.23M
TYL icon
436
Tyler Technologies
TYL
$15.1B
$2.22M 0.02%
+4,887
New +$2.33M
QINT icon
437
American Century Quality Diversified International ETF
QINT
$744M
$2.22M 0.02%
+34,491
New +$2.16M
XLY icon
438
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$2.21M 0.02%
+18,519
New +$2.2M
ADSK icon
439
Autodesk
ADSK
$57.1B
$2.21M 0.02%
+7,456
New +$2.26M
HDV
440
iShares Core High Dividend ETF
HDV
$15.2B
$2.21M 0.02%
+90,645
New +$2.2M
FTGS icon
441
First Trust Growth Strength ETF
FTGS
$1.34B
$2.19M 0.02%
+61,937
New +$2.2M
ENSG icon
442
The Ensign Group
ENSG
$10.1B
$2.16M 0.02%
+12,404
New +$2.23M
MET icon
443
MetLife
MET
$61.2B
$2.14M 0.02%
+27,132
New +$2.15M
AMP icon
444
Ameriprise Financial
AMP
$49.1B
$2.13M 0.02%
+4,333
New +$2.06M
IYE icon
445
iShares US Energy ETF
IYE
$1.82B
$2.12M 0.02%
+44,645
New +$2.11M
VMI icon
446
Valmont Industries
VMI
$9.28B
$2.12M 0.02%
+5,263
New +$2.14M
ITT icon
447
ITT
ITT
$18.6B
$2.11M 0.02%
+12,174
New +$2.18M
DEO icon
448
Diageo
DEO
$51.2B
$2.11M 0.02%
+24,472
New +$2.25M
EVLV icon
449
Evolv Technologies
EVLV
$964M
$2.1M 0.02%
+293,538
New +$2.09M
UL icon
450
Unilever
UL
$139B
$2.1M 0.02%
+31,998
New +$2.15M
16 17
18
19 20

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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.