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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
MCHP icon
701
Microchip Technology
MCHP
$41B
$720K 0.01%
11,141
-1,419
-11% -$102K
VCLT icon
702
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
$718K 0.01%
+9,608
New +$730K
CE icon
703
Celanese
CE
$4.92B
$716K 0.01%
10,891
+4
+0% +$209
TXT icon
704
Textron
TXT
$14.2B
$716K 0.01%
8,173
+43
+0.5% +$4.01K
PRSU
705
Pursuit Attractions and Hospitality Inc
PRSU
$1.34B
$713K 0.01%
+19,461
New +$694K
MNST icon
706
Monster Beverage
MNST
$91.5B
$705K 0.01%
19,466
+1,174
+6% +$46.3K
FIX icon
707
Comfort Systems
FIX
$56.8B
$703K 0.01%
510
-216
-30% -$274K
MLPX icon
708
Global X MLP & Energy Infrastructure ETF
MLPX
$3.63B
$703K 0.01%
9,507
+6,036
+174% +$411K
HPE icon
709
Hewlett Packard
HPE
$72B
$700K 0.01%
29,415
-2,281
-7% -$50.5K
XLB icon
710
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
$698K 0.01%
13,964
-1,665
-11% -$83.5K
XBI icon
711
State Street SPDR S&P Biotech ETF
XBI
$11.7B
$691K 0.01%
5,408
+297
+6% +$37.1K
MUFG icon
712
Mitsubishi UFJ Financial
MUFG
$253B
$685K 0.01%
40,337
-6,636
-14% -$118K
WPC icon
713
W.P. Carey
WPC
$16B
$684K 0.01%
10,072
+46
+0.5% +$3.23K
MUNI icon
714
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.14B
$682K 0.01%
13,062
+9,111
+231% +$480K
CALF icon
715
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.94B
$681K 0.01%
15,177
+638
+4% +$29K
AAL icon
716
American Airlines Group
AAL
$9.08B
$680K 0.01%
+63,294
New +$839K
FLXR
717
TCW Flexible Income ETF
FLXR
$3.6B
$678K 0.01%
17,260
+2,126
+14% +$84.1K
IGM icon
718
iShares Expanded Tech Sector ETF
IGM
$10.8B
$676K 0.01%
5,706
+306
+6% +$38.5K
OXY icon
719
Occidental Petroleum
OXY
$59.1B
$673K 0.01%
10,354
+2,037
+24% +$102K
VTWO icon
720
Vanguard Russell 2000 ETF
VTWO
$17.3B
$673K 0.01%
6,714
-214
-3% -$22.3K
PTLC icon
721
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$672K 0.01%
12,799
+4,938
+63% +$274K
ETHE
722
Grayscale Ethereum Staking ETF Shares
ETHE
$1.9B
$667K 0.01%
39,072
+1,012
+3% +$19.8K
MOAT icon
723
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
$666K 0.01%
6,891
+290
+4% +$30.1K
SPEM icon
724
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$666K 0.01%
14,187
+1,939
+16% +$94.5K
TRMK icon
725
Trustmark
TRMK
$2.68B
$665K 0.01%
15,781
+398
+3% +$16.8K
27 28
29
30 31

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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.