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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
IYR icon
626
iShares US Real Estate ETF
IYR
$4.6B
$920K 0.01%
+9,793
New +$933K
STE icon
627
Steris
STE
$22.7B
$915K 0.01%
+3,608
New +$906K
SPXC icon
628
SPX Corp
SPXC
$10.3B
$912K 0.01%
+4,560
New +$931K
FDN icon
629
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.42B
$912K 0.01%
+3,388
New +$929K
SPDW icon
630
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.2B
$910K 0.01%
+20,491
New +$895K
FVD icon
631
First Trust Value Line Dividend Fund
FVD
$8.26B
$909K 0.01%
+19,722
New +$906K
KIM icon
632
Kimco Realty
KIM
$16B
$900K 0.01%
+44,421
New +$922K
USIG icon
633
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.6B
$898K 0.01%
+17,337
New +$903K
AIR icon
634
AAR Corp
AIR
$5.47B
$894K 0.01%
+10,797
New +$893K
BBWI icon
635
Bath & Body Works
BBWI
$3.76B
$893K 0.01%
+44,492
New +$982K
ED icon
636
Consolidated Edison
ED
$39.5B
$893K 0.01%
+8,993
New +$892K
SEIX icon
637
Virtus SEIX Senior Loan ETF
SEIX
$256M
$890K 0.01%
+38,132
New +$894K
GCOW icon
638
Pacer Global Cash Cows Dividend ETF
GCOW
$3.54B
$885K 0.01%
+21,477
New +$876K
FDL icon
639
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.05B
$885K 0.01%
+19,949
New +$869K
EG icon
640
Everest Group
EG
$14.5B
$881K 0.01%
+2,595
New +$857K
MAR icon
641
Marriott International
MAR
$92.3B
$868K 0.01%
+2,797
New +$799K
VOOG icon
642
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$867K 0.01%
+11,694
New +$861K
SSD icon
643
Simpson Manufacturing
SSD
$7.48B
$865K 0.01%
+5,360
New +$906K
QTWO icon
644
Q2 Holdings
QTWO
$4.1B
$864K 0.01%
+11,969
New +$822K
REVG
645
DELISTED
REV Group
REVG
$862K 0.01%
+14,181
New +$796K
ALGM icon
646
Allegro MicroSystems
ALGM
$7.01B
$857K 0.01%
+32,476
New +$894K
LMAT icon
647
LeMaitre Vascular
LMAT
$1.82B
$854K 0.01%
+10,531
New +$907K
CWB icon
648
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.68B
$853K 0.01%
+9,567
New +$870K
PAR icon
649
PAR Technology
PAR
$795M
$848K 0.01%
+23,381
New +$844K
GSST icon
650
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.61B
$844K 0.01%
+16,727
New +$846K
24 25
26
27 28

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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.