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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
PTLC icon
826
Pacer Trendpilot US Large Cap ETF
PTLC
$3.37B
$437K ﹤0.01%
+7,861
New +$437K
BOTZ icon
827
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.45B
$435K ﹤0.01%
+11,997
New +$435K
FBT icon
828
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.97B
$433K ﹤0.01%
+2,096
New +$419K
PAVE icon
829
Global X US Infrastructure Development ETF
PAVE
$13.8B
$429K ﹤0.01%
+8,974
New +$430K
HELO icon
830
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
$427K ﹤0.01%
+6,430
New +$422K
SRE icon
831
Sempra
SRE
$55.4B
$426K ﹤0.01%
+4,820
New +$439K
EXAS
832
DELISTED
Exact Sciences
EXAS
$425K ﹤0.01%
+4,189
New +$336K
MC icon
833
Moelis & Co
MC
$5.02B
$425K ﹤0.01%
+6,187
New +$413K
CCL icon
834
Carnival Corporation Ltd
CCL
$34.6B
$425K ﹤0.01%
+13,901
New +$388K
HBAN icon
835
Huntington Bancshares
HBAN
$34.2B
$423K ﹤0.01%
+24,368
New +$400K
SON icon
836
Sonoco
SON
$5.63B
$421K ﹤0.01%
+9,650
New +$400K
RNST icon
837
Renasant Corp
RNST
$3.75B
$421K ﹤0.01%
+11,945
New +$423K
CDW icon
838
CDW
CDW
$18.6B
$421K ﹤0.01%
+3,087
New +$455K
NXST icon
839
Nexstar Media Group
NXST
$5.57B
$418K ﹤0.01%
+2,061
New +$402K
FTV icon
840
Fortive
FTV
$18.2B
$418K ﹤0.01%
+7,571
New +$393K
LOPE icon
841
Grand Canyon Education
LOPE
$3.91B
$417K ﹤0.01%
+2,507
New +$453K
HEFA icon
842
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
$415K ﹤0.01%
+10,039
New +$411K
QLTA icon
843
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$415K ﹤0.01%
+8,627
New +$418K
VST icon
844
Vistra
VST
$46.9B
$415K ﹤0.01%
+2,570
New +$468K
HYLS icon
845
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$412K ﹤0.01%
+9,835
New +$411K
DELL icon
846
Dell
DELL
$301B
$406K ﹤0.01%
+3,227
New +$455K
CPA icon
847
Copa Holdings
CPA
$5.95B
$406K ﹤0.01%
+3,367
New +$412K
JHX icon
848
James Hardie Industries
JHX
$17.4B
$405K ﹤0.01%
+19,519
New +$391K
TAXF icon
849
American Century Diversified Municipal Bond ETF
TAXF
$682M
$405K ﹤0.01%
+8,037
New +$406K
AGI icon
850
Alamos Gold
AGI
$15.8B
$404K ﹤0.01%
+10,475
New +$365K
32 33
34
35 36

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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.