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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
CGGR icon
726
Capital Group Growth ETF
CGGR
$25.4B
$768K 0.01%
16,269
+474
+3% +$21.4K
ICOP icon
727
iShares Copper and Metals Mining ETF
ICOP
$512M
$767K 0.01%
15,583
+2,624
+20% +$137K
MDB icon
728
MongoDB
MDB
$35.4B
$766K 0.01%
+2,279
New +$683K
CRWS icon
729
Crown Crafts
CRWS
$31.2M
$765K 0.01%
269,508
-33,187
-11% -$91.8K
LGN
730
Legence Corp
LGN
$4.43B
$761K 0.01%
8,928
– –
BNDX icon
731
Vanguard Total International Bond ETF
BNDX
$82.7B
$759K 0.01%
15,662
+10,265
+190% +$494K
LNC icon
732
Lincoln National
LNC
$8.33B
$757K 0.01%
21,423
-7,988
-27% -$287K
IGHG icon
733
ProShares Investment Grade-Interest Rate Hedged
IGHG
$343M
$757K 0.01%
+9,659
New +$756K
IUSV icon
734
iShares Core S&P US Value ETF
IUSV
$27.9B
$755K 0.01%
+6,857
New +$742K
AVEM icon
735
Avantis Emerging Markets Equity ETF
AVEM
$28.1B
$753K 0.01%
7,801
+175
+2% +$16.1K
QCJA
736
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$83M
$752K 0.01%
32,199
-1,860
-5% -$42.6K
PRU icon
737
Prudential Financial
PRU
$41.5B
$746K 0.01%
6,908
+293
+4% +$29.8K
BOTZ icon
738
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.44B
$743K 0.01%
19,596
– –
TXT icon
739
Textron
TXT
$14.2B
$741K 0.01%
8,081
-92
-1% -$8.36K
SUSA icon
740
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$735K 0.01%
4,764
+1
+0% +$148
OLED icon
741
Universal Display
OLED
$3.9B
$733K 0.01%
8,468
-1,543
-15% -$142K
TRMK icon
742
Trustmark
TRMK
$2.68B
$726K 0.01%
15,782
+1
+0% +$45
BUD icon
743
AB InBev
BUD
$156B
$725K ﹤0.01%
8,792
+114
+1% +$8.96K
FCFS icon
744
FirstCash
FCFS
$9.72B
$724K ﹤0.01%
3,347
-125
-4% -$27.1K
SCHO icon
745
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
$724K ﹤0.01%
29,986
+15,784
+111% +$382K
GSST icon
746
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.61B
$714K ﹤0.01%
14,127
-2,642
-16% -$133K
VCLT icon
747
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
$713K ﹤0.01%
9,479
-129
-1% -$9.67K
XLB icon
748
State Street Materials Select Sector SPDR ETF
XLB
$8.82B
$710K ﹤0.01%
13,973
+9
+0.1% +$462
CALF icon
749
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.94B
$705K ﹤0.01%
13,939
-1,238
-8% -$59.7K
DFAI
750
Dimensional International Core Equity Market ETF
DFAI
$18.2B
$701K ﹤0.01%
16,995
-5,042
-23% -$208K
28 29
30
31 32

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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.