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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
DAL icon
451
Delta Air Lines
DAL
$53.4B
$2.03M 0.02%
30,469
+16,112
+112% +$1.08M
MTDR icon
452
Matador Resources
MTDR
$7.02B
$2.03M 0.02%
32,052
-583
-2% -$29.2K
XLY icon
453
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$2.02M 0.02%
18,579
+60
+0.3% +$7.01K
SPYG icon
454
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$2.01M 0.02%
20,531
-2,091
-9% -$218K
DXCM icon
455
DexCom
DXCM
$33.7B
$2M 0.02%
31,926
+3,626
+13% +$253K
RDVY icon
456
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
$2M 0.02%
29,221
-6,696
-19% -$477K
BMRN icon
457
BioMarin Pharmaceuticals
BMRN
$12.6B
$1.97M 0.02%
+34,909
New +$2.04M
CBRE icon
458
CBRE Group
CBRE
$42.6B
$1.97M 0.02%
14,552
-81
-0.6% -$12.3K
MBB icon
459
iShares MBS ETF
MBB
$39.2B
$1.96M 0.02%
20,593
-285
-1% -$27.2K
CNI icon
460
Canadian National Railway
CNI
$76.5B
$1.95M 0.02%
19,023
+3,717
+24% +$383K
XLI icon
461
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$1.95M 0.01%
12,028
+5,026
+72% +$844K
CI icon
462
Cigna
CI
$73.4B
$1.95M 0.01%
7,288
-165
-2% -$45.7K
ITW icon
463
Illinois Tool Works
ITW
$80.2B
$1.92M 0.01%
7,384
+93
+1% +$25.3K
AMP icon
464
Ameriprise Financial
AMP
$49.1B
$1.92M 0.01%
4,319
-14
-0.3% -$6.75K
LFUS icon
465
Littelfuse
LFUS
$10.7B
$1.92M 0.01%
5,654
-285
-5% -$92.5K
NICE icon
466
Nice
NICE
$6.16B
$1.9M 0.01%
17,231
+5,380
+45% +$614K
FISV
467
Fiserv Inc
FISV
$28B
$1.9M 0.01%
33,973
+7,903
+30% +$489K
CLX icon
468
Clorox
CLX
$12.5B
$1.89M 0.01%
18,199
+3,791
+26% +$430K
MOG.A icon
469
Moog Inc Class A
MOG.A
$12.1B
$1.88M 0.01%
6,438
+20
+0.3% +$6.12K
DEO icon
470
Diageo
DEO
$51.2B
$1.86M 0.01%
24,968
+496
+2% +$43.3K
AEIS icon
471
Advanced Energy
AEIS
$11.5B
$1.86M 0.01%
5,756
-2,807
-33% -$814K
ET icon
472
Energy Transfer Partners
ET
$73.6B
$1.85M 0.01%
95,669
-12,980
-12% -$238K
SIVR icon
473
abrdn Physical Silver Shares ETF
SIVR
$4.69B
$1.84M 0.01%
25,676
+1,934
+8% +$154K
FLS icon
474
Flowserve
FLS
$10.4B
$1.82M 0.01%
24,795
+255
+1% +$20.2K
BIIB icon
475
Biogen
BIIB
$32.7B
$1.82M 0.01%
9,925
-984
-9% -$181K
17 18
19
20 21

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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.