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Pinnacle Financial Partners (Georgia) Portfolio holdings
AUM
$14.7B
Turnover
10%
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
(+12%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
31.66%
Holding
1,160
New
84
Increased
507
Reduced
447
Closed
32
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$30.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.8M |
| 3 |
Aflac
AFL
|
+$13.4M |
| 4 |
Eli Lilly
LLY
|
+$13.3M |
| 5 |
HONA
Honeywell Aerospace
HONA
|
+$12.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$56.3M |
| 2 |
Coca-Cola
KO
|
+$31.6M |
| 3 |
Micron Technology
MU
|
+$13.4M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$13.3M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
676
Pinnacle West Capital
PNW
$12.3B
| $920K | 0.01% |
8,598
-11
| -0.1% | -$1.13K |
2025 Q4
2 quarters
|
|
677
Chord Energy
CHRD
$8.11B
| $918K | 0.01% |
8,030
-87
| -1% | -$11.8K |
2025 Q4
2 quarters
|
|
678
FT Vest US Equity Moderate Buffer ETF January
GJAN
$442M
| $916K | 0.01% |
20,348
-959
| -5% | -$42.4K |
2025 Q4
2 quarters
|
|
679
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.91B
| $916K | 0.01% |
18,817
+759
| +4% | +$37.9K |
2025 Q4
2 quarters
|
|
680
State Street SPDR S&P Biotech ETF
XBI
$9.9B
| $915K | 0.01% |
5,783
+375
| +7% | +$50.7K |
2025 Q4
2 quarters
|
|
681
iShares MSCI South Korea ETF
EWY
$22.3B
| $912K | 0.01% |
4,519
+220
| +5% | +$38.8K |
2025 Q4
2 quarters
|
|
682
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.9B
| $911K | 0.01% |
17,138
+2,425
| +16% | +$129K |
2025 Q4
2 quarters
|
|
683
First Trust Intermediate Duration Investment Grade Corporate ETF
FIIG
$635M
| $910K | 0.01% |
+43,962
| New | +$913K |
2026 Q2
0 quarters
|
|
684
Solstice Advanced Materials
SOLS
$9.52B
| $910K | 0.01% |
10,274
-1,901
| -16% | -$157K |
2025 Q4
2 quarters
|
|
685
Everest Group
EG
$14.6B
| $907K | 0.01% |
2,540
-29
| -1% | -$9.93K |
2025 Q4
2 quarters
|
|
686
D.R. Horton
DHI
$39B
| $907K | 0.01% |
5,566
+5
| +0.1% | +$746 |
2025 Q4
2 quarters
|
|
687
iShares Expanded Tech Sector ETF
IGM
$11.2B
| $904K | 0.01% |
5,528
-178
| -3% | -$26.7K |
2025 Q4
2 quarters
|
|
688
Gentherm
THRM
$1.62B
| $902K | 0.01% |
26,436
-139
| -0.5% | -$4.47K |
2025 Q4
2 quarters
|
|
689
HealthEquity
HQY
$7.65B
| $900K | 0.01% |
+9,964
| New | +$845K |
2026 Q2
0 quarters
|
|
690
Ralliant Corp
RAL
$7.6B
| $897K | 0.01% |
12,183
-849
| -7% | -$47.3K |
2026 Q1
1 quarter
|
|
691
Unilever
UL
$139B
| $896K | 0.01% |
14,895
-22,862
| -61% | -$1.32M |
2025 Q4
2 quarters
|
|
692
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $895K | 0.01% |
15,197
+5,853
| +63% | +$329K |
2025 Q4
2 quarters
|
|
693
Grayscale Bitcoin Trust
GBTC
$12.3B
| $892K | 0.01% |
19,599
-400
| -2% | -$22.3K |
2025 Q4
2 quarters
|
|
694
Rayonier
RYN
$5.64B
| $891K | 0.01% |
41,871
+1,668
| +4% | +$34.9K |
2026 Q1
1 quarter
|
|
695
Inspire Growth ETF
GLRY
$159M
| $891K | 0.01% |
20,392
+11,205
| +122% | +$461K |
2026 Q1
1 quarter
|
|
696
WisdomTree Japan Hedged Equity Fund
DXJ
$2.35B
| $890K | 0.01% |
15,393
| – | – |
2025 Q4
2 quarters
|
|
697
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
| $889K | 0.01% |
11,868
-385
| -3% | -$28.4K |
2025 Q4
2 quarters
|
|
698
Humana
HUM
$51.9B
| $888K | 0.01% |
2,235
+1
| +0% | +$285 |
2025 Q4
2 quarters
|
|
699
Charles River Laboratories
CRL
$14.6B
| $877K | 0.01% |
+3,869
| New | +$689K |
2026 Q2
0 quarters
|
|
700
Evergy
EVRG
$18.8B
| $869K | 0.01% |
10,052
+204
| +2% | +$16.9K |
2025 Q4
2 quarters
|
|
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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.