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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
VONE icon
626
Vanguard Russell 1000 ETF
VONE
$8.66B
$1.07M 0.01%
3,172
– –
MCHP icon
627
Microchip Technology
MCHP
$41B
$1.07M 0.01%
11,700
+559
+5% +$49.9K
STRL icon
628
Sterling Infrastructure
STRL
$15.5B
$1.06M 0.01%
1,267
-156
-11% -$109K
CWB icon
629
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.68B
$1.06M 0.01%
9,861
– –
ACWV icon
630
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.4B
$1.06M 0.01%
8,826
+2
+0% +$242
CXT icon
631
Crane NXT
CXT
$2.86B
$1.06M 0.01%
20,731
-278
-1% -$11.9K
SHOO icon
632
Steven Madden
SHOO
$3.27B
$1.06M 0.01%
25,153
+178
+0.7% +$7.2K
ED icon
633
Consolidated Edison
ED
$39.5B
$1.06M 0.01%
9,546
-13
-0.1% -$1.41K
GIL icon
634
Gildan
GIL
$9.86B
$1.05M 0.01%
20,420
-5,728
-22% -$329K
VHT icon
635
Vanguard Health Care ETF
VHT
$19.4B
$1.05M 0.01%
3,509
+28
+0.8% +$7.78K
PTL icon
636
Inspire 500 ETF
PTL
$899M
$1.04M 0.01%
3,643
+2,238
+159% +$619K
VGSH icon
637
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$1.04M 0.01%
17,888
+25
+0.1% +$1.46K
SPXC icon
638
SPX Corp
SPXC
$10.3B
$1.03M 0.01%
4,185
-411
-9% -$89.9K
RBA icon
639
RB Global
RBA
$15.9B
$1.02M 0.01%
8,775
+2,125
+32% +$224K
SMBK icon
640
SmartFinancial
SMBK
$865M
$1.02M 0.01%
21,763
– –
ONTO icon
641
Onto Innovation
ONTO
$17.9B
$1.02M 0.01%
2,698
-3,115
-54% -$882K
AIR icon
642
AAR Corp
AIR
$5.47B
$1.01M 0.01%
7,086
+120
+2% +$14.2K
BP icon
643
BP
BP
$109B
$1.01M 0.01%
27,387
-1,106
-4% -$48.5K
ZBH icon
644
Zimmer Biomet
ZBH
$19B
$1.01M 0.01%
11,747
-1,245
-10% -$109K
STZ icon
645
Constellation Brands
STZ
$22.4B
$1.01M 0.01%
7,265
-126
-2% -$18.7K
UTHR icon
646
United Therapeutics
UTHR
$22.6B
$1.01M 0.01%
1,862
+1,342
+258% +$756K
VOOG icon
647
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$1,000K 0.01%
12,102
+66
+0.5% +$5.24K
BBWI icon
648
Bath & Body Works
BBWI
$3.76B
$1,000K 0.01%
43,229
-1,655
-4% -$31.7K
AON icon
649
Aon
AON
$74.2B
$998K 0.01%
3,008
-58
-2% -$18.7K
IYR icon
650
iShares US Real Estate ETF
IYR
$4.6B
$997K 0.01%
9,751
-135
-1% -$13.7K
24 25
26
27 28

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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.