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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
ACWV icon
601
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.4B
$1.05M 0.01%
8,824
-800
-8% -$96.9K
MTUM icon
602
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$1.05M 0.01%
4,383
-76
-2% -$19.1K
CPRI icon
603
Capri Holdings
CPRI
$1.5B
$1.05M 0.01%
59,700
+48,136
+416% +$1.02M
VGSH icon
604
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$1.05M 0.01%
17,863
-1,178
-6% -$69.1K
LNC icon
605
Lincoln National
LNC
$8.33B
$1.04M 0.01%
29,411
-72
-0.2% -$2.77K
IGLD icon
606
FT Vest Gold Strategy Target Income ETF
IGLD
$596M
$1.04M 0.01%
40,861
-12,493
-23% -$337K
IP icon
607
International Paper
IP
$21.1B
$1.03M 0.01%
28,776
-991
-3% -$41.2K
RYAAY icon
608
Ryanair
RYAAY
$28.8B
$1.02M 0.01%
17,694
-204
-1% -$13.5K
BHE icon
609
Benchmark Electronics
BHE
$2.65B
$1.02M 0.01%
+18,159
New +$977K
IWX icon
610
iShares Russell Top 200 Value ETF
IWX
$4.02B
$1.01M 0.01%
10,933
+122
+1% +$11.6K
SSD icon
611
Simpson Manufacturing
SSD
$7.48B
$1.01M 0.01%
5,889
+529
+10% +$97.5K
KIM icon
612
Kimco Realty
KIM
$16B
$1M 0.01%
44,538
+117
+0.3% +$2.58K
GFF icon
613
Griffon
GFF
$4.49B
$998K 0.01%
13,726
+3,117
+29% +$253K
FV icon
614
First Trust Dorsey Wright Focus 5 ETF
FV
$3.87B
$994K 0.01%
16,444
-324
-2% -$20.9K
SPSM icon
615
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$992K 0.01%
20,535
+4,971
+32% +$246K
AON icon
616
Aon
AON
$74.2B
$990K 0.01%
3,066
-227
-7% -$75.4K
DFUV icon
617
Dimensional US Marketwide Value ETF
DFUV
$15.8B
$988K 0.01%
20,396
– –
RGEN icon
618
Repligen
RGEN
$10.3B
$980K 0.01%
8,318
-251
-3% -$35.1K
DFAC icon
619
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$965K 0.01%
24,820
+18
+0.1% +$725
PODD icon
620
Insulet
PODD
$9.95B
$956K 0.01%
4,558
-402
-8% -$101K
LMAT icon
621
LeMaitre Vascular
LMAT
$1.82B
$954K 0.01%
8,738
-1,793
-17% -$171K
TROW icon
622
T. Rowe Price
TROW
$24B
$954K 0.01%
10,580
+279
+3% +$27K
VHT icon
623
Vanguard Health Care ETF
VHT
$19.4B
$950K 0.01%
3,481
+136
+4% +$38.9K
ITA icon
624
iShares US Aerospace & Defense ETF
ITA
$14B
$949K 0.01%
4,336
+1,311
+43% +$307K
ISPY icon
625
ProShares S&P 500 High Income ETF
ISPY
$1.25B
$948K 0.01%
21,857
+5,211
+31% +$236K
23 24
25
26 27

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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.