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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
IBB icon
476
iShares Biotechnology ETF
IBB
$10.8B
$1.82M 0.01%
10,759
-144
-1% -$24.6K
VMI icon
477
Valmont Industries
VMI
$9.28B
$1.8M 0.01%
4,512
-751
-14% -$328K
MTRN icon
478
Materion
MTRN
$5.13B
$1.8M 0.01%
12,438
-144
-1% -$20.9K
RTO icon
479
Rentokil
RTO
$11.8B
$1.8M 0.01%
57,033
+461
+0.8% +$14.5K
MKL icon
480
Markel Group
MKL
$22.4B
$1.79M 0.01%
937
– –
SPTB
481
State Street SPDR Portfolio Treasury ETF
SPTB
$297M
$1.78M 0.01%
58,922
+265
+0.5% +$8.07K
NGVT icon
482
Ingevity
NGVT
$2.4B
$1.78M 0.01%
24,935
-2,320
-9% -$159K
AIT icon
483
Applied Industrial Technologies
AIT
$12.4B
$1.77M 0.01%
6,655
+1,186
+22% +$323K
MAA icon
484
Mid-America Apartment Communities
MAA
$14.9B
$1.76M 0.01%
14,447
-1,801
-11% -$238K
BKLN icon
485
Invesco Senior Loan ETF
BKLN
$6.78B
$1.76M 0.01%
86,386
+3,881
+5% +$80.2K
MET icon
486
MetLife
MET
$61.2B
$1.75M 0.01%
24,796
-2,336
-9% -$175K
ABCB icon
487
Ameris Bancorp
ABCB
$5.73B
$1.75M 0.01%
22,460
+95
+0.4% +$7.54K
BUFZ icon
488
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.05B
$1.75M 0.01%
66,543
+3,658
+6% +$97.2K
NEM icon
489
Newmont
NEM
$139B
$1.73M 0.01%
15,991
-1,348
-8% -$155K
HSTM icon
490
HealthStream
HSTM
$843M
$1.72M 0.01%
82,997
– –
JEPQ icon
491
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.7B
$1.7M 0.01%
30,661
+4,726
+18% +$273K
EXC icon
492
Exelon
EXC
$45.3B
$1.69M 0.01%
34,427
+20,545
+148% +$956K
TXRH icon
493
Texas Roadhouse
TXRH
$13.1B
$1.66M 0.01%
10,077
+31
+0.3% +$5.57K
TDVG icon
494
T. Rowe Price Dividend Growth ETF
TDVG
$1.46B
$1.66M 0.01%
37,239
+113
+0.3% +$5.18K
DOW icon
495
Dow Inc
DOW
$21.9B
$1.65M 0.01%
39,659
+7,343
+23% +$233K
BDX icon
496
Becton Dickinson
BDX
$51.2B
$1.65M 0.01%
10,458
-176
-2% -$32.3K
WELL icon
497
Welltower
WELL
$173B
$1.59M 0.01%
8,027
+188
+2% +$37.2K
IAI icon
498
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.42B
$1.58M 0.01%
9,613
+1,748
+22% +$306K
CFR icon
499
Cullen/Frost Bankers
CFR
$10B
$1.57M 0.01%
+11,467
New +$1.58M
PYLD icon
500
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$1.57M 0.01%
59,834
+3,376
+6% +$90K
18 19
20
21 22

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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.