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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
LOPE icon
851
Grand Canyon Education
LOPE
$3.91B
$428K ﹤0.01%
2,515
+8
+0.3% +$1.34K
BWZ icon
852
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$290M
$428K ﹤0.01%
15,884
+3,195
+25% +$87.7K
IAT icon
853
iShares US Regional Banks ETF
IAT
$663M
$428K ﹤0.01%
7,935
-661
-8% -$37.5K
HEFA icon
854
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$427K ﹤0.01%
10,039
– –
EEMV icon
855
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.65B
$426K ﹤0.01%
+6,580
New +$437K
SKYY icon
856
First Trust Cloud Computing ETF
SKYY
$3.4B
$419K ﹤0.01%
3,832
+24
+0.6% +$2.79K
RNST icon
857
Renasant Corp
RNST
$3.77B
$418K ﹤0.01%
11,560
-385
-3% -$14.5K
TAXF icon
858
American Century Diversified Municipal Bond ETF
TAXF
$681M
$416K ﹤0.01%
8,310
+273
+3% +$13.8K
ZM icon
859
Zoom
ZM
$29.4B
$413K ﹤0.01%
+5,140
New +$430K
HELO icon
860
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
$411K ﹤0.01%
6,430
– –
QLTA icon
861
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$411K ﹤0.01%
8,628
+1
+0% +$48
FBT icon
862
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.97B
$410K ﹤0.01%
2,044
-52
-2% -$10.8K
HDB icon
863
HDFC Bank
HDB
$115B
$404K ﹤0.01%
16,221
-28,138
-63% -$875K
NVT icon
864
nVent Electric
NVT
$25.2B
$404K ﹤0.01%
3,412
+31
+0.9% +$3.52K
RIVN icon
865
Rivian
RIVN
$24.3B
$400K ﹤0.01%
26,581
– –
IEUR icon
866
iShares Core MSCI Europe ETF
IEUR
$9.44B
$400K ﹤0.01%
5,691
– –
SHM icon
867
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$399K ﹤0.01%
8,350
-771
-8% -$37.2K
LVHD icon
868
Franklin US Low Volatility High Dividend Index ETF
LVHD
$622M
$397K ﹤0.01%
9,338
– –
UBS icon
869
UBS Group
UBS
$166B
$396K ﹤0.01%
10,126
+27
+0.3% +$1.16K
ACI icon
870
Albertsons Companies
ACI
$5.94B
$395K ﹤0.01%
23,196
+155
+0.7% +$2.69K
FTV icon
871
Fortive
FTV
$18.1B
$395K ﹤0.01%
7,150
-421
-6% -$23.6K
MCO icon
872
Moody's
MCO
$88.2B
$393K ﹤0.01%
901
+20
+2% +$9.46K
SHLD icon
873
Global X Defense Tech ETF
SHLD
$7.41B
$389K ﹤0.01%
+5,487
New +$409K
HUM icon
874
Humana
HUM
$47.1B
$387K ﹤0.01%
2,234
-35
-2% -$7.17K
ATLC icon
875
Atlanticus Holdings
ATLC
$1.41B
$387K ﹤0.01%
7,380
– –
33 34
35
36 37

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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.