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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
PFL
576
PIMCO Income Strategy Fund
PFL
$378M
$1.13M 0.01%
140,956
+7,955
+6% +$65.9K
EXP icon
577
Eagle Materials
EXP
$6.06B
$1.12M 0.01%
5,911
-14
-0.2% -$2.98K
STAG icon
578
STAG Industrial
STAG
$7.15B
$1.12M 0.01%
30,997
-112
-0.4% -$4.25K
USIG icon
579
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.6B
$1.12M 0.01%
21,771
+4,434
+26% +$230K
PCOR icon
580
Procore
PCOR
$9.68B
$1.11M 0.01%
19,518
+444
+2% +$26.3K
DFIV icon
581
Dimensional International Value ETF
DFIV
$21.9B
$1.11M 0.01%
21,051
-8,632
-29% -$457K
STZ icon
582
Constellation Brands
STZ
$22.4B
$1.11M 0.01%
7,391
+596
+9% +$92.1K
HAL icon
583
Halliburton
HAL
$29.6B
$1.1M 0.01%
28,242
+3,325
+13% +$115K
UYG icon
584
ProShares Ultra Financials
UYG
$840M
$1.1M 0.01%
15,000
– –
ACIW icon
585
ACI Worldwide
ACIW
$5.47B
$1.1M 0.01%
26,831
-197
-0.7% -$8.27K
XEL icon
586
Xcel Energy
XEL
$48.2B
$1.1M 0.01%
13,838
+243
+2% +$19.1K
HPQ icon
587
HP
HPQ
$27.1B
$1.09M 0.01%
56,703
-13,774
-20% -$268K
TIP icon
588
iShares TIPS Bond ETF
TIP
$15.1B
$1.09M 0.01%
9,860
-4,038
-29% -$447K
FCNCA icon
589
First Citizens BancShares
FCNCA
$24.4B
$1.09M 0.01%
577
-12
-2% -$24.1K
LNG icon
590
Cheniere Energy
LNG
$58B
$1.09M 0.01%
3,826
-117
-3% -$27K
NTRS icon
591
Northern Trust
NTRS
$34.1B
$1.08M 0.01%
7,753
+178
+2% +$25.6K
ED icon
592
Consolidated Edison
ED
$39.5B
$1.08M 0.01%
9,559
+566
+6% +$61.3K
WAB icon
593
Wabtec
WAB
$50.2B
$1.08M 0.01%
4,306
-62
-1% -$15K
SLGN icon
594
Silgan Holdings
SLGN
$4.42B
$1.07M 0.01%
27,555
-1,937
-7% -$85K
SOXX icon
595
iShares Semiconductor ETF
SOXX
$42.8B
$1.07M 0.01%
3,239
-19
-0.6% -$6.49K
SHYG icon
596
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
$1.06M 0.01%
25,093
-278
-1% -$11.9K
FBNC icon
597
First Bancorp
FBNC
$2.63B
$1.06M 0.01%
+18,754
New +$1.07M
VCYT icon
598
Veracyte
VCYT
$3.64B
$1.06M 0.01%
32,804
+2,832
+9% +$105K
SJNK icon
599
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$1.06M 0.01%
42,264
+9,518
+29% +$240K
GBTC icon
600
Grayscale Bitcoin Trust
GBTC
$12B
$1.06M 0.01%
19,999
-181
-0.9% -$10.8K
22 23
24
25 26

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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.