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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 Technology 11.84%
2 Financials 10.39%
3 Industrials 8.76%
4 Consumer Staples 6.89%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$333B
$45.1M 0.35%
312,265
-80
-0% -$12.1K
IBM icon
52
IBM
IBM
$223B
$44.1M 0.34%
182,097
+6,065
+3% +$1.64M
MCD icon
53
McDonald's
MCD
$187B
$44M 0.34%
141,637
+11,963
+9% +$3.81M
QQQ icon
54
Invesco QQQ Trust
QQQ
$490B
$43.1M 0.33%
74,574
-269
-0.4% -$163K
ETN icon
55
Eaton
ETN
$163B
$42.9M 0.33%
120,050
-2,742
-2% -$976K
META icon
56
Meta Platforms (Facebook)
META
$1.48T
$42.7M 0.33%
74,649
-1,665
-2% -$1.07M
CSCO icon
57
Cisco
CSCO
$442B
$42.4M 0.32%
546,006
+9,607
+2% +$752K
UNP icon
58
Union Pacific
UNP
$183B
$41.8M 0.32%
172,106
+5,470
+3% +$1.34M
HGER icon
59
Harbor Commodity All-Weather Strategy ETF
HGER
$4.26B
$41.5M 0.32%
1,336,589
-440
-0% -$12.3K
CAT icon
60
Caterpillar
CAT
$372B
$40.9M 0.31%
57,757
+2,507
+5% +$1.74M
JFLX
61
JPMorgan Flexible Debt ETF
JFLX
$1.55B
$40.3M 0.31%
810,984
+43,118
+6% +$2.17M
IJH icon
62
iShares Core S&P Mid-Cap ETF
IJH
$125B
$39.1M 0.3%
579,233
+16,930
+3% +$1.17M
MRK icon
63
Merck
MRK
$371B
$38.5M 0.29%
320,321
-5,512
-2% -$636K
PWR icon
64
Quanta Services
PWR
$93.3B
$37.7M 0.29%
68,750
+576
+0.8% +$297K
AMGN icon
65
Amgen
AMGN
$236B
$37.5M 0.29%
106,694
-416
-0.4% -$148K
VLO icon
66
Valero Energy
VLO
$99.9B
$37.2M 0.28%
150,674
-22,040
-13% -$4.54M
VO icon
67
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$35.7M 0.27%
497,280
-30,436
-6% -$2.26M
MPWR icon
68
Monolithic Power Systems
MPWR
$64.4B
$34.6M 0.26%
31,621
+1,649
+6% +$1.8M
IEFA icon
69
iShares Core MSCI EAFE ETF
IEFA
$195B
$34.2M 0.26%
377,333
+54,167
+17% +$5.06M
BRK.A icon
70
Berkshire Hathaway Class A
BRK.A
$1.07T
$33.8M 0.26%
47
-4
-8% -$2.95M
CME icon
71
CME Group
CME
$101B
$33.3M 0.25%
112,667
+1,357
+1% +$403K
RTX icon
72
RTX Corp
RTX
$285B
$33.2M 0.25%
171,837
-1,425
-0.8% -$283K
PM icon
73
Philip Morris
PM
$300B
$33.1M 0.25%
199,925
+2,834
+1% +$492K
VZ icon
74
Verizon
VZ
$206B
$32.6M 0.25%
649,064
-5,394
-0.8% -$250K
ORCL icon
75
Oracle
ORCL
$435B
$32.5M 0.25%
221,250
-3,888
-2% -$632K
1 2
3
4 5

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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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.

  • 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.