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 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
IBTO icon
501
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$465M
$1.55M 0.01%
63,679
+70
+0.1% +$1.72K
JGRO icon
502
JPMorgan Active Growth ETF
JGRO
$10B
$1.54M 0.01%
18,164
+2,046
+13% +$182K
NLR icon
503
VanEck Uranium + Nuclear Energy ETF
NLR
$4.39B
$1.52M 0.01%
11,443
+4,660
+69% +$666K
GM icon
504
General Motors
GM
$75.6B
$1.52M 0.01%
20,379
+345
+2% +$27.4K
DVN icon
505
Devon Energy
DVN
$51.8B
$1.52M 0.01%
30,158
-383
-1% -$16.4K
HIG icon
506
Hartford Financial Services
HIG
$37.3B
$1.51M 0.01%
11,168
+25
+0.2% +$3.41K
EMXC icon
507
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.1B
$1.49M 0.01%
18,980
+5,544
+41% +$446K
VV icon
508
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$1.49M 0.01%
4,990
-24
-0.5% -$7.51K
PGR icon
509
Progressive
PGR
$126B
$1.49M 0.01%
7,504
-249
-3% -$51.4K
QQQM icon
510
Invesco NASDAQ 100 ETF
QQQM
$105B
$1.46M 0.01%
6,159
+1,249
+25% +$312K
GBCI icon
511
Glacier Bancorp
GBCI
$6.16B
$1.46M 0.01%
32,721
+1,735
+6% +$82.1K
DSGX icon
512
Descartes Systems
DSGX
$6.91B
$1.46M 0.01%
20,348
+4,022
+25% +$297K
GIL icon
513
Gildan
GIL
$9.86B
$1.46M 0.01%
26,148
+122
+0.5% +$7.89K
XMAG
514
Defiance Large Cap ex-Mag 7 ETF
XMAG
$182M
$1.45M 0.01%
+65,250
New +$1.49M
IVOO icon
515
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.86B
$1.45M 0.01%
+12,678
New +$1.49M
DD icon
516
DuPont de Nemours
DD
$18.7B
$1.45M 0.01%
10,519
-2,716
-21% -$375K
STX icon
517
Seagate
STX
$192B
$1.44M 0.01%
3,670
-97
-3% -$37K
CHDN icon
518
Churchill Downs
CHDN
$6.03B
$1.44M 0.01%
15,979
+2,488
+18% +$236K
SYY icon
519
Sysco
SYY
$39.5B
$1.43M 0.01%
20,111
-706
-3% -$58.4K
UBSI icon
520
United Bankshares
UBSI
$6.47B
$1.43M 0.01%
34,454
-10,601
-24% -$441K
MGC icon
521
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$1.42M 0.01%
6,003
-1,354
-18% -$336K
LSCC icon
522
Lattice Semiconductor
LSCC
$17.1B
$1.42M 0.01%
15,260
-2,317
-13% -$208K
VIGI icon
523
Vanguard International Dividend Appreciation ETF
VIGI
$9.22B
$1.41M 0.01%
15,983
– –
IYW icon
524
iShares US Technology ETF
IYW
$25.6B
$1.41M 0.01%
7,747
+129
+2% +$24.9K
VXF icon
525
Vanguard Extended Market ETF
VXF
$31.7B
$1.4M 0.01%
6,815
+1
+0% +$214
19 20
21
22 23

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 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.