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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WPC icon
726
W.P. Carey
WPC
$16.1B
$645K ﹤0.01%
+10,026
New +$668K
OKLO
727
Oklo
OKLO
$7.87B
$645K ﹤0.01%
+8,992
New +$1M
J icon
728
Jacobs Solutions
J
$17.7B
$643K ﹤0.01%
+4,858
New +$712K
REGN icon
729
Regeneron Pharmaceuticals
REGN
$83.5B
$642K ﹤0.01%
+831
New +$564K
GSLC icon
730
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$634K ﹤0.01%
+4,789
New +$628K
SCHM icon
731
Schwab US Mid-Cap ETF
SCHM
$15.1B
$631K ﹤0.01%
+20,968
New +$625K
SCZ icon
732
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$630K ﹤0.01%
+8,131
New +$623K
XBI icon
733
State Street SPDR S&P Biotech ETF
XBI
$11.8B
$624K ﹤0.01%
+5,111
New +$586K
HEI icon
734
HEICO Corp
HEI
$46.6B
$623K ﹤0.01%
+1,925
New +$608K
UFPI icon
735
UFP Industries
UFPI
$4.73B
$621K ﹤0.01%
+6,824
New +$625K
TEL icon
736
TE Connectivity
TEL
$58.5B
$619K ﹤0.01%
+2,721
New +$629K
XLC icon
737
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$615K ﹤0.01%
+5,224
New +$601K
AG icon
738
First Majestic Silver
AG
$10.7B
$609K ﹤0.01%
+36,554
New +$508K
AR icon
739
Antero Resources
AR
$11.8B
$606K ﹤0.01%
+17,575
New +$595K
EXC icon
740
Exelon
EXC
$45.4B
$605K ﹤0.01%
+13,882
New +$634K
FGD icon
741
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.63B
$605K ﹤0.01%
+19,980
New +$591K
ALGT icon
742
Allegiant Air
ALGT
$2.24B
$605K ﹤0.01%
+7,090
New +$507K
FCFS icon
743
FirstCash
FCFS
$9.78B
$604K ﹤0.01%
+3,791
New +$597K
SOLS
744
Solstice Advanced Materials
SOLS
$8.96B
$602K ﹤0.01%
+12,200
New +$574K
FLXR
745
TCW Flexible Income ETF
FLXR
$3.6B
$600K ﹤0.01%
+15,134
New +$601K
TRMK icon
746
Trustmark
TRMK
$2.68B
$599K ﹤0.01%
+15,383
New +$599K
SGOV icon
747
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$591K ﹤0.01%
+5,891
New +$592K
SNPS icon
748
Synopsys
SNPS
$87.7B
$586K ﹤0.01%
+1,247
New +$554K
BL icon
749
BlackLine
BL
$1.94B
$585K ﹤0.01%
+10,578
New +$583K
EUSB icon
750
iShares ESG Advanced Universal USD Bond ETF
EUSB
$714M
$584K ﹤0.01%
+13,297
New +$585K
28 29
30
31 32

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.