We are live on ! Find out more
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 Technology 11.84%
2 Financials 10.39%
3 Industrials 8.76%
4 Consumer Staples 6.89%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$711B
$92.2M 0.71%
305,167
-3,045
-1% -$979K
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$90.1M 0.69%
280,751
-4,972
-2% -$1.67M
AVGO icon
28
Broadcom
AVGO
$1.74T
$87.9M 0.67%
284,119
+16,546
+6% +$5.44M
CVX icon
29
Chevron
CVX
$389B
$82.4M 0.63%
397,971
-17,039
-4% -$3.11M
HD icon
30
Home Depot
HD
$329B
$82.1M 0.63%
249,705
-1,244
-0.5% -$453K
EFA icon
31
iShares MSCI EAFE ETF
EFA
$79.6B
$81M 0.62%
834,090
-61,233
-7% -$6.13M
BINC icon
32
BlackRock Flexible Income ETF
BINC
$16.6B
$79.7M 0.61%
1,534,057
+80,321
+6% +$4.24M
COST icon
33
Costco
COST
$419B
$77.6M 0.59%
77,853
+600
+0.8% +$585K
RSP icon
34
Invesco S&P 500 Equal Weight ETF
RSP
$99.9B
$71.9M 0.55%
374,647
+184,099
+97% +$36.5M
IVV icon
35
iShares Core S&P 500 ETF
IVV
$897B
$68M 0.52%
104,052
+8,753
+9% +$5.98M
ABBV icon
36
AbbVie
ABBV
$455B
$67.7M 0.52%
311,375
+2,613
+0.8% +$580K
GVI icon
37
iShares Intermediate Government/Credit Bond ETF
GVI
$3.82B
$65.3M 0.5%
612,088
+31,118
+5% +$3.34M
LMT icon
38
Lockheed Martin
LMT
$130B
$63.1M 0.48%
104,318
-2,476
-2% -$1.53M
PRF icon
39
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$60.2M 0.46%
1,265,634
+7,801
+0.6% +$379K
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$139B
$58.9M 0.45%
592,828
+21,295
+4% +$2.13M
WMT icon
41
Walmart Inc
WMT
$819B
$57.9M 0.44%
465,593
+2,817
+0.6% +$346K
AXP icon
42
American Express
AXP
$226B
$56.8M 0.43%
187,889
+2,491
+1% +$835K
TJX icon
43
TJX Companies
TJX
$149B
$55.9M 0.43%
349,973
+6,131
+2% +$955K
JEPI icon
44
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$52.5M 0.4%
925,552
-2,478
-0.3% -$144K
MU icon
45
Micron Technology
MU
$1.05T
$51.6M 0.39%
152,764
-23,246
-13% -$9.11M
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$110B
$49.6M 0.38%
398,964
+7,237
+2% +$919K
SHY icon
47
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$47.5M 0.36%
575,105
-43,873
-7% -$3.63M
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.07T
$47.4M 0.36%
98,847
+9,184
+10% +$4.51M
HCA icon
49
HCA Healthcare
HCA
$91.2B
$46.2M 0.35%
97,544
-622
-0.6% -$313K
DVY icon
50
iShares Select Dividend ETF
DVY
$23.8B
$45.4M 0.35%
300,002
-274
-0.1% -$41.4K
1
2
3 4 5

Similar funds

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.

  • 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.