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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
SLYG icon
626
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$942K 0.01%
9,745
+1,222
+14% +$121K
VONE icon
627
Vanguard Russell 1000 ETF
VONE
$8.66B
$936K 0.01%
3,172
– –
IYR icon
628
iShares US Real Estate ETF
IYR
$4.6B
$935K 0.01%
9,886
+93
+0.9% +$9.03K
IGV icon
629
iShares Expanded Tech-Software Sector ETF
IGV
$15.2B
$930K 0.01%
11,623
+6,531
+128% +$578K
FVD icon
630
First Trust Value Line Dividend Fund
FVD
$8.26B
$928K 0.01%
19,721
-1
-0% -$48
SOLS
631
Solstice Advanced Materials
SOLS
$8.95B
$927K 0.01%
12,175
-25
-0.2% -$1.71K
SEIX icon
632
Virtus SEIX Senior Loan ETF
SEIX
$256M
$927K 0.01%
40,207
+2,075
+5% +$48.1K
TEX icon
633
Terex
TEX
$7.38B
$927K 0.01%
+15,683
New +$971K
GRID
634
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.9B
$923K 0.01%
+5,644
New +$938K
SPXC icon
635
SPX Corp
SPXC
$10.3B
$919K 0.01%
4,596
+36
+0.8% +$7.73K
OLED icon
636
Universal Display
OLED
$3.9B
$918K 0.01%
10,011
+192
+2% +$21.2K
FDL icon
637
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.05B
$917K 0.01%
18,058
-1,891
-9% -$92.4K
TRGP icon
638
Targa Resources
TRGP
$62B
$912K 0.01%
3,637
-222
-6% -$48.1K
EFX icon
639
Equifax
EFX
$22.4B
$909K 0.01%
5,045
-28
-0.6% -$5.56K
CRWD icon
640
CrowdStrike
CRWD
$232B
$906K 0.01%
9,284
+440
+5% +$46.6K
CWB icon
641
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.68B
$902K 0.01%
9,861
+294
+3% +$27.4K
SPLV icon
642
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$896K 0.01%
12,253
+1,118
+10% +$82.8K
GJAN icon
643
FT Vest US Equity Moderate Buffer ETF January
GJAN
$441M
$893K 0.01%
21,307
-5,192
-20% -$222K
MAR icon
644
Marriott International
MAR
$92.3B
$893K 0.01%
2,728
-69
-2% -$22.7K
ALGM icon
645
Allegro MicroSystems
ALGM
$7.01B
$886K 0.01%
28,116
-4,360
-13% -$150K
WDC icon
646
Western Digital
WDC
$167B
$878K 0.01%
3,246
+1,944
+149% +$507K
SF
647
Stifel
SF
$12.2B
$875K 0.01%
11,833
+56
+0.5% +$4.45K
FITB
648
Fifth Third Bancorp
FITB
$49.7B
$873K 0.01%
18,781
+902
+5% +$44.5K
COHU icon
649
Cohu
COHU
$2.45B
$873K 0.01%
+28,498
New +$837K
ULTA icon
650
Ulta Beauty
ULTA
$23.2B
$870K 0.01%
1,665
+13
+0.8% +$8.27K
24 25
26
27 28

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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.