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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
VST icon
701
Vistra
VST
$46.9B
$868K 0.01%
5,470
-111
-2% -$17.2K
ODFL icon
702
Old Dominion Freight Line
ODFL
$41.5B
$864K 0.01%
3,990
+2,103
+111% +$454K
GFEB icon
703
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
$863K 0.01%
19,606
– –
IRTC icon
704
iRhythm Holdings
IRTC
$3.83B
$850K 0.01%
7,149
+20
+0.3% +$2.33K
FENI icon
705
Fidelity Enhanced International ETF
FENI
$11.4B
$850K 0.01%
21,183
+4,755
+29% +$188K
LMAT icon
706
LeMaitre Vascular
LMAT
$1.82B
$841K 0.01%
8,764
+26
+0.3% +$2.67K
ALGT icon
707
Allegiant Air
ALGT
$2.2B
$825K 0.01%
7,014
-26
-0.4% -$2.25K
FDLS icon
708
Inspire Fidelis Multi Factor ETF
FDLS
$247M
$818K 0.01%
19,346
+12,177
+170% +$492K
HUBG icon
709
HUB Group
HUBG
$2.44B
$813K 0.01%
18,574
-3,157
-15% -$132K
WBD icon
710
Warner Bros
WBD
$72.4B
$808K 0.01%
30,315
-754
-2% -$20.4K
IUSB icon
711
iShares Core Universal USD Bond ETF
IUSB
$43.7B
$807K 0.01%
17,481
+5,634
+48% +$260K
RWR icon
712
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$806K 0.01%
7,132
-155
-2% -$17K
EFX icon
713
Equifax
EFX
$22.4B
$803K 0.01%
5,056
+11
+0.2% +$1.88K
SPIB icon
714
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.7B
$799K 0.01%
23,866
+9,329
+64% +$312K
SCHA icon
715
Schwab U.S Small- Cap ETF
SCHA
$23B
$797K 0.01%
22,062
-4,342
-16% -$143K
VLUE icon
716
iShares MSCI USA Value Factor ETF
VLUE
$9.77B
$795K 0.01%
3,980
+12
+0.3% +$2.15K
IYY icon
717
iShares Dow Jones US ETF
IYY
$3.06B
$794K 0.01%
4,355
-410
-9% -$72.3K
SPEM icon
718
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$793K 0.01%
15,308
+1,121
+8% +$57.3K
APP icon
719
Applovin
APP
$105B
$783K 0.01%
1,519
-613
-29% -$296K
AZTA icon
720
Azenta
AZTA
$1.47B
$782K 0.01%
30,637
-383
-1% -$8.58K
CGCP icon
721
Capital Group Core Plus Income ETF
CGCP
$8.58B
$779K 0.01%
+34,963
New +$782K
IP icon
722
International Paper
IP
$21.1B
$779K 0.01%
20,452
-8,324
-29% -$285K
FLXR
723
TCW Flexible Income ETF
FLXR
$3.6B
$775K 0.01%
19,755
+2,495
+14% +$97.8K
PLD icon
724
Prologis
PLD
$135B
$774K 0.01%
5,716
-180
-3% -$25.5K
MUFG icon
725
Mitsubishi UFJ Financial
MUFG
$253B
$774K 0.01%
38,925
-1,412
-4% -$26.6K
27 28
29
30 31

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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.