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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+15.82%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$14.7B
AUM Growth
+$1.59B
Cap. Flow
+$112M
Cap. Flow %
0.76%
Top 10 Hldgs %
31.66%
Holding
1,160
New
84
Increased
507
Reduced
447
Closed
32

Top Buys

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$30.2M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.8M
3
AFL icon
Aflac
AFL
+$13.4M
4
LLY icon
Eli Lilly
LLY
+$13.3M
5
HONA
Honeywell Aerospace
HONA
+$12.6M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$56.3M
2
KO icon
Coca-Cola
KO
+$31.6M
3
MU icon
Micron Technology
MU
+$13.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$13.3M
5
HON icon
Honeywell
HON
+$12.5M

Sector Composition

Rank Sector Weight
1 Miscellaneous 43.27%
2 Technology 13.59%
3 Financials 10.33%
4 Industrials 8.58%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
476
Verisk Analytics
VRSK
$24.9B
$2.17M 0.01%
12,105
+216
+2% +$38K
GILD icon
477
Gilead Sciences
GILD
$185B
$2.15M 0.01%
17,004
-6,969
-29% -$918K
VMI icon
478
Valmont Industries
VMI
$9.28B
$2.14M 0.01%
3,704
-808
-18% -$406K
DXCM icon
479
DexCom
DXCM
$33.7B
$2.14M 0.01%
31,757
-169
-0.5% -$11.3K
BIIB icon
480
Biogen
BIIB
$32.7B
$2.14M 0.01%
9,892
-33
-0.3% -$6.31K
WELL icon
481
Welltower
WELL
$173B
$2.13M 0.01%
9,397
+1,370
+17% +$290K
HDV
482
iShares Core High Dividend ETF
HDV
$15.2B
$2.12M 0.01%
77,332
-10,378
-12% -$282K
CFR icon
483
Cullen/Frost Bankers
CFR
$10B
$2.09M 0.01%
13,501
+2,034
+18% +$289K
NKE icon
484
Nike
NKE
$57B
$2.07M 0.01%
50,542
-11,188
-18% -$492K
DEO icon
485
Diageo
DEO
$51.2B
$2.06M 0.01%
25,576
+608
+2% +$49.1K
SOXX icon
486
iShares Semiconductor ETF
SOXX
$42.8B
$2.05M 0.01%
3,203
-36
-1% -$18.3K
WDC icon
487
Western Digital
WDC
$167B
$2.05M 0.01%
3,205
-41
-1% -$19.9K
IBB icon
488
iShares Biotechnology ETF
IBB
$10.8B
$2.03M 0.01%
10,693
-66
-0.6% -$11.3K
ABCB icon
489
Ameris Bancorp
ABCB
$5.73B
$2.03M 0.01%
22,512
+52
+0.2% +$4.42K
BHE icon
490
Benchmark Electronics
BHE
$2.65B
$2.02M 0.01%
20,461
+2,302
+13% +$184K
DVN icon
491
Devon Energy
DVN
$51.8B
$2.01M 0.01%
48,662
+18,504
+61% +$858K
BMRN icon
492
BioMarin Pharmaceuticals
BMRN
$12.6B
$2.01M 0.01%
35,081
+172
+0.5% +$9.42K
AMP icon
493
Ameriprise Financial
AMP
$49.1B
$1.99M 0.01%
4,337
+18
+0.4% +$8.25K
EMXC icon
494
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.1B
$1.97M 0.01%
19,293
+313
+2% +$29.5K
CBRE icon
495
CBRE Group
CBRE
$42.6B
$1.96M 0.01%
14,555
+3
+0% +$413
AGYS icon
496
Agilysys
AGYS
$3.4B
$1.94M 0.01%
18,608
+89
+0.5% +$6.89K
FDX icon
497
FedEx
FDX
$78.4B
$1.94M 0.01%
6,185
-1,065
-15% -$387K
CRWD icon
498
CrowdStrike
CRWD
$232B
$1.93M 0.01%
10,132
+848
+9% +$120K
VCYT icon
499
Veracyte
VCYT
$3.64B
$1.92M 0.01%
32,698
-106
-0.3% -$4.45K
CI icon
500
Cigna
CI
$73.4B
$1.92M 0.01%
6,962
-326
-4% -$92.1K
18 19
20
21 22

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Pinnacle Financial Partners (Georgia)'s Q2 2026 Portfolio in Review

As of Q2 2026, Pinnacle Financial Partners (Georgia) held 1,160 positions worth $14.7B, up 12% from $13.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Pinnacle Financial Partners (Georgia)'s Q2 2026 filing shows 84 new, 507 increased, 447 reduced and 32 closed positions. Its largest new stake was Honeywell Aerospace: 57,188 shares worth $12.6M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $56.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 43% a quarter earlier, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q2 2026 buy was Honeywell Aerospace: 57,188 shares worth $12.6M.
  • Pinnacle Financial Partners (Georgia) added most to iShares MSCI ACWI ETF in Q2 2026, an estimated $30.2M increase.
  • Pinnacle Financial Partners (Georgia)'s biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $56.3M.
  • Pinnacle Financial Partners (Georgia) fully exited Campbell Soup in Q2 2026, selling an estimated $3.23M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 32% of its $14.7B portfolio in Q2 2026.
  • Pinnacle Financial Partners (Georgia) opened 84 new positions and closed 32 in Q2 2026.
  • Pinnacle Financial Partners (Georgia)'s portfolio value rose 12% quarter-over-quarter to $14.7B.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.