We are live on
!
Find out more
Pinnacle Financial Partners (Georgia) Portfolio holdings
AUM
$14.7B
Turnover
10%
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
(+12%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
31.66%
Holding
1,160
New
84
Increased
507
Reduced
447
Closed
32
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$30.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.8M |
| 3 |
Aflac
AFL
|
+$13.4M |
| 4 |
Eli Lilly
LLY
|
+$13.3M |
| 5 |
HONA
Honeywell Aerospace
HONA
|
+$12.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$56.3M |
| 2 |
Coca-Cola
KO
|
+$31.6M |
| 3 |
Micron Technology
MU
|
+$13.4M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$13.3M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
476
Verisk Analytics
VRSK
$24.4B
| $2.17M | 0.01% |
12,105
+216
| +2% | +$38K |
2025 Q4
2 quarters
|
|
477
Gilead Sciences
GILD
$195B
| $2.15M | 0.01% |
17,004
-6,969
| -29% | -$918K |
2025 Q4
2 quarters
|
|
478
Valmont Industries
VMI
$8.71B
| $2.14M | 0.01% |
3,704
-808
| -18% | -$406K |
2025 Q4
2 quarters
|
|
479
DexCom
DXCM
$33.1B
| $2.14M | 0.01% |
31,757
-169
| -0.5% | -$11.3K |
2025 Q4
2 quarters
|
|
480
Biogen
BIIB
$34.8B
| $2.14M | 0.01% |
9,892
-33
| -0.3% | -$6.31K |
2025 Q4
2 quarters
|
|
481
Welltower
WELL
$169B
| $2.13M | 0.01% |
9,397
+1,370
| +17% | +$290K |
2025 Q4
2 quarters
|
|
482
iShares Core High Dividend ETF
HDV
$15.4B
| $2.12M | 0.01% |
77,332
-10,378
| -12% | -$282K |
2025 Q4
2 quarters
|
|
483
Cullen/Frost Bankers
CFR
$9.58B
| $2.09M | 0.01% |
13,501
+2,034
| +18% | +$289K |
2026 Q1
1 quarter
|
|
484
Nike
NKE
$55.2B
| $2.07M | 0.01% |
50,542
-11,188
| -18% | -$492K |
2025 Q4
2 quarters
|
|
485
Diageo
DEO
$52.3B
| $2.06M | 0.01% |
25,576
+608
| +2% | +$49.1K |
2025 Q4
2 quarters
|
|
486
iShares Semiconductor ETF
SOXX
$42.6B
| $2.05M | 0.01% |
3,203
-36
| -1% | -$18.3K |
2025 Q4
2 quarters
|
|
487
Western Digital
WDC
$133B
| $2.05M | 0.01% |
3,205
-41
| -1% | -$19.9K |
2025 Q4
2 quarters
|
|
488
iShares Biotechnology ETF
IBB
$10.6B
| $2.03M | 0.01% |
10,693
-66
| -0.6% | -$11.3K |
2025 Q4
2 quarters
|
|
489
Ameris Bancorp
ABCB
$5.35B
| $2.03M | 0.01% |
22,512
+52
| +0.2% | +$4.42K |
2025 Q4
2 quarters
|
|
490
Benchmark Electronics
BHE
$2.63B
| $2.02M | 0.01% |
20,461
+2,302
| +13% | +$184K |
2026 Q1
1 quarter
|
|
491
Devon Energy
DVN
$54.2B
| $2.01M | 0.01% |
48,662
+18,504
| +61% | +$858K |
2025 Q4
2 quarters
|
|
492
BioMarin Pharmaceuticals
BMRN
$10.8B
| $2.01M | 0.01% |
35,081
+172
| +0.5% | +$9.42K |
2026 Q1
1 quarter
|
|
493
Ameriprise Financial
AMP
$44.4B
| $1.99M | 0.01% |
4,337
+18
| +0.4% | +$8.25K |
2025 Q4
2 quarters
|
|
494
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.5B
| $1.97M | 0.01% |
19,293
+313
| +2% | +$29.5K |
2025 Q4
2 quarters
|
|
495
CBRE Group
CBRE
$39.2B
| $1.96M | 0.01% |
14,555
+3
| +0% | +$413 |
2025 Q4
2 quarters
|
|
496
Agilysys
AGYS
$3.2B
| $1.94M | 0.01% |
18,608
+89
| +0.5% | +$6.89K |
2025 Q4
2 quarters
|
|
497
FedEx
FDX
$69.9B
| $1.94M | 0.01% |
6,185
-1,065
| -15% | -$387K |
2025 Q4
2 quarters
|
|
498
CrowdStrike
CRWD
$250B
| $1.93M | 0.01% |
10,132
+848
| +9% | +$120K |
2025 Q4
2 quarters
|
|
499
Veracyte
VCYT
$3.57B
| $1.92M | 0.01% |
32,698
-106
| -0.3% | -$4.45K |
2025 Q4
2 quarters
|
|
500
Cigna
CI
$79B
| $1.92M | 0.01% |
6,962
-326
| -4% | -$92.1K |
2025 Q4
2 quarters
|
|
Similar funds
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.