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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 | |
|---|---|---|---|---|---|---|---|
726
Capital Group Growth ETF
CGGR
$26.2B
| $768K | 0.01% |
16,269
+474
| +3% | +$21.4K |
2025 Q4
2 quarters
|
|
727
iShares Copper and Metals Mining ETF
ICOP
$457M
| $767K | 0.01% |
15,583
+2,624
| +20% | +$137K |
2025 Q4
2 quarters
|
|
728
MongoDB
MDB
$29.5B
| $766K | 0.01% |
+2,279
| New | +$683K |
2026 Q2
0 quarters
|
|
729
Crown Crafts
CRWS
$26.1M
| $765K | 0.01% |
269,508
-33,187
| -11% | -$91.8K |
2025 Q4
2 quarters
|
|
730
Legence Corp
LGN
$3.48B
| $761K | 0.01% |
8,928
| – | – |
2026 Q1
1 quarter
|
|
731
Vanguard Total International Bond ETF
BNDX
$83.7B
| $759K | 0.01% |
15,662
+10,265
| +190% | +$494K |
2026 Q1
1 quarter
|
|
732
Lincoln National
LNC
$7.66B
| $757K | 0.01% |
21,423
-7,988
| -27% | -$287K |
2025 Q4
2 quarters
|
|
733
ProShares Investment Grade-Interest Rate Hedged
IGHG
$394M
| $757K | 0.01% |
+9,659
| New | +$756K |
2026 Q2
0 quarters
|
|
734
iShares Core S&P US Value ETF
IUSV
$27.9B
| $755K | 0.01% |
+6,857
| New | +$742K |
2026 Q2
0 quarters
|
|
735
Avantis Emerging Markets Equity ETF
AVEM
$27.3B
| $753K | 0.01% |
7,801
+175
| +2% | +$16.1K |
2026 Q1
1 quarter
|
|
736
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$60M
| $752K | 0.01% |
32,199
-1,860
| -5% | -$42.6K |
2025 Q4
2 quarters
|
|
737
Prudential Financial
PRU
$40.1B
| $746K | 0.01% |
6,908
+293
| +4% | +$29.8K |
2025 Q4
2 quarters
|
|
738
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.18B
| $743K | 0.01% |
19,596
| – | – |
2025 Q4
2 quarters
|
|
739
Textron
TXT
$12.9B
| $741K | 0.01% |
8,081
-92
| -1% | -$8.36K |
2025 Q4
2 quarters
|
|
740
iShares ESG Optimized MSCI USA ETF
SUSA
$4.1B
| $735K | 0.01% |
4,764
+1
| +0% | +$148 |
2025 Q4
2 quarters
|
|
741
Universal Display
OLED
$3.6B
| $733K | 0.01% |
8,468
-1,543
| -15% | -$142K |
2025 Q4
2 quarters
|
|
742
Trustmark
TRMK
$2.61B
| $726K | 0.01% |
15,782
+1
| +0% | +$45 |
2025 Q4
2 quarters
|
|
743
AB InBev
BUD
$160B
| $725K | ﹤0.01% |
8,792
+114
| +1% | +$8.96K |
2025 Q4
2 quarters
|
|
744
FirstCash
FCFS
$9.4B
| $724K | ﹤0.01% |
3,347
-125
| -4% | -$27.1K |
2025 Q4
2 quarters
|
|
745
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $724K | ﹤0.01% |
29,986
+15,784
| +111% | +$382K |
2025 Q4
2 quarters
|
|
746
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.66B
| $714K | ﹤0.01% |
14,127
-2,642
| -16% | -$133K |
2025 Q4
2 quarters
|
|
747
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.69B
| $713K | ﹤0.01% |
9,479
-129
| -1% | -$9.67K |
2026 Q1
1 quarter
|
|
748
State Street Materials Select Sector SPDR ETF
XLB
$7.99B
| $710K | ﹤0.01% |
13,973
+9
| +0.1% | +$462 |
2025 Q4
2 quarters
|
|
749
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.71B
| $705K | ﹤0.01% |
13,939
-1,238
| -8% | -$59.7K |
2025 Q4
2 quarters
|
|
750
Dimensional International Core Equity Market ETF
DFAI
$17.9B
| $701K | ﹤0.01% |
16,995
-5,042
| -23% | -$208K |
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.