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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
VICI icon
801
VICI Properties
VICI
$28.5B
$478K ﹤0.01%
+16,985
New +$505K
CTRA
802
DELISTED
Coterra Energy
CTRA
$477K ﹤0.01%
+18,138
New +$457K
GXO icon
803
GXO Logistics
GXO
$5.53B
$475K ﹤0.01%
+9,025
New +$474K
IAT icon
804
iShares US Regional Banks ETF
IAT
$663M
$474K ﹤0.01%
+8,596
New +$447K
EWY icon
805
iShares MSCI South Korea ETF
EWY
$28.1B
$474K ﹤0.01%
+4,877
New +$446K
SN icon
806
SharkNinja
SN
$27B
$474K ﹤0.01%
+4,237
New +$418K
RFG icon
807
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$352M
$472K ﹤0.01%
+9,008
New +$466K
NXPI icon
808
NXP Semiconductors
NXPI
$57.2B
$468K ﹤0.01%
+2,154
New +$462K
UBS icon
809
UBS Group
UBS
$166B
$468K ﹤0.01%
+10,099
New +$408K
STRL icon
810
Sterling Infrastructure
STRL
$15.4B
$468K ﹤0.01%
+1,527
New +$526K
TEVA icon
811
Teva Pharmaceuticals
TEVA
$44.2B
$461K ﹤0.01%
+14,764
New +$364K
CE icon
812
Celanese
CE
$4.89B
$460K ﹤0.01%
+10,887
New +$444K
BMI icon
813
Badger Meter
BMI
$4.01B
$460K ﹤0.01%
+2,638
New +$475K
SOFI icon
814
SoFi Technologies
SOFI
$24.8B
$455K ﹤0.01%
+17,369
New +$484K
CDNS icon
815
Cadence Design Systems
CDNS
$94.5B
$452K ﹤0.01%
+1,447
New +$472K
CBOE icon
816
Cboe Global Markets
CBOE
$33B
$451K ﹤0.01%
+1,797
New +$447K
MCO icon
817
Moody's
MCO
$88.9B
$450K ﹤0.01%
+881
New +$430K
FLMI icon
818
Franklin Dynamic Municipal Bond ETF
FLMI
$2.36B
$450K ﹤0.01%
+18,082
New +$450K
USMV icon
819
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
$450K ﹤0.01%
+4,774
New +$450K
IDU icon
820
iShares US Utilities ETF
IDU
$1.32B
$445K ﹤0.01%
+4,104
New +$459K
GEN icon
821
Gen Digital
GEN
$18.2B
$443K ﹤0.01%
+16,303
New +$439K
LUV icon
822
Southwest Airlines
LUV
$19.7B
$443K ﹤0.01%
+10,712
New +$374K
SDVD icon
823
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$923M
$442K ﹤0.01%
+20,609
New +$441K
OSEA icon
824
Harbor International Compounders ETF
OSEA
$445M
$438K ﹤0.01%
+14,471
New +$438K
SHM icon
825
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$438K ﹤0.01%
+9,121
New +$438K
31 32
33
34 35

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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.