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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
HUM icon
751
Humana
HUM
$47.6B
$581K ﹤0.01%
+2,269
New +$595K
FXH icon
752
First Trust Health Care AlphaDEX Fund
FXH
$1.17B
$577K ﹤0.01%
+5,073
New +$575K
IR icon
753
Ingersoll Rand
IR
$30.8B
$574K ﹤0.01%
+7,245
New +$572K
SPEM icon
754
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$573K ﹤0.01%
+12,248
New +$577K
PCH
755
DELISTED
PotlatchDeltic
PCH
$568K ﹤0.01%
+14,263
New +$577K
SLYV icon
756
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
$563K ﹤0.01%
+6,194
New +$557K
NWL icon
757
Newell Brands
NWL
$2.5B
$563K ﹤0.01%
+151,322
New +$611K
PSA icon
758
Public Storage
PSA
$58.4B
$560K ﹤0.01%
+2,156
New +$603K
EXPD icon
759
Expeditors International
EXPD
$24.8B
$558K ﹤0.01%
+3,744
New +$509K
AA icon
760
Alcoa
AA
$13.5B
$557K ﹤0.01%
+10,475
New +$429K
LNT icon
761
Alliant Energy
LNT
$17.7B
$556K ﹤0.01%
+8,550
New +$573K
CHE icon
762
Chemed
CHE
$6.82B
$554K ﹤0.01%
+1,295
New +$564K
BROS icon
763
Dutch Bros
BROS
$7.02B
$552K ﹤0.01%
+9,023
New +$513K
CGMU icon
764
Capital Group Municipal Income ETF
CGMU
$6.6B
$547K ﹤0.01%
+19,971
New +$547K
VLUE icon
765
iShares MSCI USA Value Factor ETF
VLUE
$9.75B
$541K ﹤0.01%
+3,957
New +$519K
IUSB icon
766
iShares Core Universal USD Bond ETF
IUSB
$43.7B
$539K ﹤0.01%
+11,583
New +$541K
IGV icon
767
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$538K ﹤0.01%
+5,092
New +$560K
ARLO icon
768
Arlo Technologies
ARLO
$1.41B
$536K ﹤0.01%
+38,287
New +$603K
PKG icon
769
Packaging Corp of America
PKG
$21.8B
$532K ﹤0.01%
+2,579
New +$524K
ABNB icon
770
Airbnb
ABNB
$109B
$528K ﹤0.01%
+3,890
New +$484K
CLS icon
771
Celestica
CLS
$40.2B
$528K ﹤0.01%
+1,785
New +$538K
ICOP icon
772
iShares Copper and Metals Mining ETF
ICOP
$510M
$525K ﹤0.01%
+11,837
New +$472K
RIVN icon
773
Rivian
RIVN
$24.2B
$524K ﹤0.01%
+26,581
New +$422K
LEG icon
774
Leggett & Platt
LEG
$1.26B
$522K ﹤0.01%
+47,482
New +$467K
REXR icon
775
Rexford Industrial Realty
REXR
$8.27B
$520K ﹤0.01%
+13,435
New +$554K
29 30
31
32 33

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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.