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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
BLCO icon
726
Bausch + Lomb
BLCO
$6.12B
$659K 0.01%
41,424
– –
SCHM icon
727
Schwab US Mid-Cap ETF
SCHM
$15.1B
$658K 0.01%
21,239
+271
+1% +$8.63K
JPIN icon
728
JPMorgan Diversified Return International Equity ETF
JPIN
$378M
$656K 0.01%
9,206
-540
-6% -$38.9K
AZTA icon
729
Azenta
AZTA
$1.47B
$655K 0.01%
31,020
-118
-0.4% -$3.52K
SHOP icon
730
Shopify
SHOP
$199B
$654K 0.01%
5,513
-405
-7% -$53.2K
FCFS icon
731
FirstCash
FCFS
$9.72B
$653K 0.01%
3,472
-319
-8% -$57.6K
BOTZ icon
732
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.44B
$651K 0.01%
19,596
+7,599
+63% +$281K
OBDC icon
733
Blue Owl Capital
OBDC
$5.56B
$650K 0.01%
58,776
-90
-0.2% -$1.06K
ORI icon
734
Old Republic International
ORI
$10.2B
$649K 0.01%
16,254
-4,188
-20% -$172K
COIN icon
735
Coinbase
COIN
$50.3B
$647K 0.01%
3,707
+29
+0.8% +$5.71K
PRU icon
736
Prudential Financial
PRU
$41.5B
$647K ﹤0.01%
6,615
-24
-0.4% -$2.49K
IFLN
737
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$645K ﹤0.01%
35,972
+784
+2% +$14.5K
SNDK
738
Sandisk
SNDK
$217B
$642K ﹤0.01%
+1,011
New +$571K
RBA icon
739
RB Global
RBA
$15.9B
$637K ﹤0.01%
6,650
+51
+0.8% +$5.41K
AIQ icon
740
Global X Artificial Intelligence & Technology ETF
AIQ
$10.4B
$637K ﹤0.01%
13,645
-20,576
-60% -$1.03M
CGGR icon
741
Capital Group Growth ETF
CGGR
$25.4B
$635K ﹤0.01%
15,795
-401
-2% -$17.3K
SCZ icon
742
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$631K ﹤0.01%
8,044
-87
-1% -$7.07K
AG icon
743
First Majestic Silver
AG
$10.7B
$631K ﹤0.01%
29,355
-7,199
-20% -$166K
UFPI icon
744
UFP Industries
UFPI
$4.71B
$630K ﹤0.01%
6,837
+13
+0.2% +$1.31K
J icon
745
Jacobs Solutions
J
$17.6B
$630K ﹤0.01%
4,948
+90
+2% +$12.2K
SUSA icon
746
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$629K ﹤0.01%
4,763
-590
-11% -$81.8K
DLB icon
747
Dolby
DLB
$5.85B
$624K ﹤0.01%
+10,391
New +$657K
IR icon
748
Ingersoll Rand
IR
$30.6B
$623K ﹤0.01%
7,775
+530
+7% +$46.8K
URI icon
749
United Rentals
URI
$64.6B
$623K ﹤0.01%
855
+13
+2% +$10.9K
DG icon
750
Dollar General
DG
$27.8B
$619K ﹤0.01%
5,215
-508
-9% -$72.4K
28 29
30
31 32

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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.