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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
EXP icon
576
Eagle Materials
EXP
$6.06B
$1.32M 0.01%
5,881
-30
-0.5% -$6.27K
WING icon
577
Wingstop
WING
$3B
$1.32M 0.01%
7,617
– –
SJNK icon
578
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$1.32M 0.01%
52,721
+10,457
+25% +$262K
SLGN icon
579
Silgan Holdings
SLGN
$4.42B
$1.32M 0.01%
28,429
+874
+3% +$34.9K
GMAB icon
580
Genmab
GMAB
$21B
$1.31M 0.01%
47,573
+132
+0.3% +$3.51K
ROP icon
581
Roper Technologies
ROP
$41.8B
$1.3M 0.01%
3,837
+221
+6% +$75.4K
UCB
582
United Community Banks
UCB
$4.25B
$1.29M 0.01%
36,887
+122
+0.3% +$4.08K
TKR icon
583
Timken Company
TKR
$8.63B
$1.29M 0.01%
+8,906
New +$1.07M
CSNR
584
Cohen & Steers Natural Resources Active ETF
CSNR
$106M
$1.29M 0.01%
38,524
+5,718
+17% +$210K
UYG icon
585
ProShares Ultra Financials
UYG
$840M
$1.28M 0.01%
15,000
– –
FBNC icon
586
First Bancorp
FBNC
$2.63B
$1.28M 0.01%
20,069
+1,315
+7% +$77.9K
TECH icon
587
Bio-Techne
TECH
$11.4B
$1.28M 0.01%
18,114
-4,115
-19% -$222K
HPE icon
588
Hewlett Packard
HPE
$72B
$1.28M 0.01%
28,341
-1,074
-4% -$38.8K
MLM icon
589
Martin Marietta Materials
MLM
$37.5B
$1.27M 0.01%
2,202
-30
-1% -$17.8K
SNPS icon
590
Synopsys
SNPS
$89B
$1.26M 0.01%
2,828
-118
-4% -$55.5K
SPSM icon
591
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$1.26M 0.01%
21,861
+1,326
+6% +$70.8K
IBIT icon
592
iShares Bitcoin Trust
IBIT
$60.4B
$1.25M 0.01%
37,510
+3,082
+9% +$125K
UCON icon
593
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$1.25M 0.01%
50,133
-2,840
-5% -$70.7K
KR icon
594
Kroger
KR
$34.9B
$1.25M 0.01%
22,422
+5,102
+29% +$333K
ATO icon
595
Atmos Energy
ATO
$28.3B
$1.24M 0.01%
7,176
+65
+0.9% +$11.6K
PSKY
596
Paramount Skydance Corp
PSKY
$12.1B
$1.24M 0.01%
+125,365
New +$1.32M
PRSU
597
Pursuit Attractions and Hospitality Inc
PRSU
$1.34B
$1.24M 0.01%
22,082
+2,621
+13% +$116K
SSD icon
598
Simpson Manufacturing
SSD
$7.48B
$1.23M 0.01%
5,884
-5
-0.1% -$935
AIQ icon
599
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$1.23M 0.01%
18,734
+5,089
+37% +$304K
OVV icon
600
Ovintiv
OVV
$18B
$1.23M 0.01%
23,295
+2,867
+14% +$164K
22 23
24
25 26

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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.