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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
HSY icon
776
Hershey
HSY
$36.4B
$574K ﹤0.01%
2,760
+1,242
+82% +$262K
ALGT icon
777
Allegiant Air
ALGT
$2.2B
$571K ﹤0.01%
7,040
-50
-0.7% -$4.6K
TEL icon
778
TE Connectivity
TEL
$58.8B
$570K ﹤0.01%
2,728
+7
+0.3% +$1.54K
TDY icon
779
Teledyne Technologies
TDY
$29B
$566K ﹤0.01%
+936
New +$584K
VLUE icon
780
iShares MSCI USA Value Factor ETF
VLUE
$9.77B
$565K ﹤0.01%
3,968
+11
+0.3% +$1.61K
VLTO icon
781
Veralto
VLTO
$24B
$552K ﹤0.01%
6,247
-429
-6% -$40.8K
XLC icon
782
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$550K ﹤0.01%
4,959
-265
-5% -$30.7K
IUSB icon
783
iShares Core Universal USD Bond ETF
IUSB
$43.7B
$548K ﹤0.01%
11,847
+264
+2% +$12.3K
ARLO icon
784
Arlo Technologies
ARLO
$1.41B
$545K ﹤0.01%
38,287
– –
RAL
785
Ralliant Corp
RAL
$7.01B
$542K ﹤0.01%
+13,032
New +$613K
DELL icon
786
Dell
DELL
$305B
$532K ﹤0.01%
3,237
+10
+0.3% +$1.33K
BXSL icon
787
Blackstone Secured Lending
BXSL
$5.76B
$531K ﹤0.01%
+22,410
New +$558K
SPG icon
788
Simon Property Group
SPG
$69.5B
$530K ﹤0.01%
2,835
+43
+2% +$8.2K
TER icon
789
Teradyne
TER
$58.2B
$529K ﹤0.01%
1,784
+81
+5% +$22.6K
EWY icon
790
iShares MSCI South Korea ETF
EWY
$28.3B
$529K ﹤0.01%
4,299
-578
-12% -$72.3K
HEI icon
791
HEICO Corp
HEI
$47.1B
$528K ﹤0.01%
1,925
– –
BKH icon
792
Black Hills Corp
BKH
$5.6B
$522K ﹤0.01%
+7,520
New +$541K
DDS icon
793
Dillards
DDS
$9.85B
$521K ﹤0.01%
+910
New +$568K
NWL icon
794
Newell Brands
NWL
$2.5B
$519K ﹤0.01%
151,322
– –
STE icon
795
Steris
STE
$22.7B
$513K ﹤0.01%
2,319
-1,289
-36% -$315K
EXPD icon
796
Expeditors International
EXPD
$24.8B
$511K ﹤0.01%
3,566
-178
-5% -$27.1K
ACGL icon
797
Arch Capital
ACGL
$33.7B
$511K ﹤0.01%
5,317
-92
-2% -$8.81K
CLS icon
798
Celestica
CLS
$40B
$506K ﹤0.01%
1,796
+11
+0.6% +$3.19K
LGN
799
Legence Corp
LGN
$4.43B
$504K ﹤0.01%
+8,928
New +$450K
CBOE icon
800
Cboe Global Markets
CBOE
$32.8B
$504K ﹤0.01%
1,793
-4
-0.2% -$1.11K
30 31
32
33 34

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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.