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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STAG icon
576
STAG Industrial
STAG
$7.15B
$1.14M 0.01%
+31,109
New +$1.18M
ACWV icon
577
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.4B
$1.14M 0.01%
+9,624
New +$1.15M
GJAN icon
578
FT Vest US Equity Moderate Buffer ETF January
GJAN
$441M
$1.13M 0.01%
+26,499
New +$1.12M
FR icon
579
First Industrial Realty Trust
FR
$8.27B
$1.13M 0.01%
+19,733
New +$1.1M
PFL
580
PIMCO Income Strategy Fund
PFL
$378M
$1.12M 0.01%
+133,001
New +$1.12M
SXI icon
581
Standex International
SXI
$3.67B
$1.12M 0.01%
+5,151
New +$1.19M
DVN icon
582
Devon Energy
DVN
$51.8B
$1.12M 0.01%
+30,541
New +$1.07M
VGSH icon
583
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$1.12M 0.01%
+19,041
New +$1.12M
MTUM icon
584
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$1.12M 0.01%
+4,459
New +$1.12M
UCON icon
585
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$1.1M 0.01%
+43,847
New +$1.11M
EFX icon
586
Equifax
EFX
$22.4B
$1.1M 0.01%
+5,073
New +$1.11M
SHYG icon
587
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
$1.09M 0.01%
+25,371
New +$1.09M
XLI icon
588
State Street Industrial Select Sector SPDR ETF
XLI
$33.2B
$1.09M 0.01%
+7,002
New +$1.08M
CRS icon
589
Carpenter Technology
CRS
$24.3B
$1.07M 0.01%
+3,386
New +$1.02M
HUBG icon
590
HUB Group
HUBG
$2.44B
$1.07M 0.01%
+24,995
New +$950K
FV icon
591
First Trust Dorsey Wright Focus 5 ETF
FV
$3.87B
$1.06M 0.01%
+16,768
New +$1.04M
TROW icon
592
T. Rowe Price
TROW
$24B
$1.05M 0.01%
+10,301
New +$1.06M
STX icon
593
Seagate
STX
$192B
$1.04M 0.01%
+3,767
New +$978K
SHOO icon
594
Steven Madden
SHOO
$3.27B
$1.04M 0.01%
+24,909
New +$961K
CRWD icon
595
CrowdStrike
CRWD
$232B
$1.04M 0.01%
+8,844
New +$1.13M
AZTA icon
596
Azenta
AZTA
$1.47B
$1.04M 0.01%
+31,138
New +$1.02M
NTRS icon
597
Northern Trust
NTRS
$34.1B
$1.04M 0.01%
+7,575
New +$995K
MOD icon
598
Modine Manufacturing
MOD
$9.9B
$1.03M 0.01%
+7,722
New +$1.15M
TQQQ icon
599
ProShares UltraPro QQQ
TQQQ
$36.9B
$1.03M 0.01%
+19,468
New +$1.05M
NEAR icon
600
iShares Short Maturity Bond ETF
NEAR
$4.97B
$1.01M 0.01%
+19,830
New +$1.02M
22 23
24
25 26

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.