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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
KD icon
876
Kyndryl
KD
$2.87B
$354K ﹤0.01%
+13,313
New +$361K
WST icon
877
West Pharmaceutical
WST
$24.6B
$351K ﹤0.01%
+1,275
New +$349K
BWZ icon
878
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$290M
$348K ﹤0.01%
+12,689
New +$347K
PBOC
879
PGIM US Large-Cap Buffer 20 ETF - October
PBOC
$47.5M
$347K ﹤0.01%
+11,900
New +$343K
FPEI icon
880
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.95B
$347K ﹤0.01%
+17,899
New +$347K
SCHO icon
881
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
$346K ﹤0.01%
+14,202
New +$346K
NVT icon
882
nVent Electric
NVT
$25.1B
$345K ﹤0.01%
+3,381
New +$351K
PCAR icon
883
PACCAR
PCAR
$67B
$342K ﹤0.01%
+3,127
New +$320K
OXY icon
884
Occidental Petroleum
OXY
$58.6B
$342K ﹤0.01%
+8,317
New +$347K
AHR icon
885
American Healthcare REIT
AHR
$12.3B
$339K ﹤0.01%
+7,208
New +$334K
AFLG icon
886
First Trust Active Factor Large Cap ETF
AFLG
$758M
$339K ﹤0.01%
+8,662
New +$338K
FLO icon
887
Flowers Foods
FLO
$1.49B
$336K ﹤0.01%
+30,872
New +$358K
IGF icon
888
iShares Global Infrastructure ETF
IGF
$10.5B
$336K ﹤0.01%
+5,473
New +$338K
GBIL icon
889
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$334K ﹤0.01%
+3,337
New +$334K
TER icon
890
Teradyne
TER
$57.2B
$330K ﹤0.01%
+1,703
New +$292K
SUN icon
891
Sunoco
SUN
$13.9B
$328K ﹤0.01%
+6,260
New +$331K
FPX icon
892
First Trust US Equity Opportunities ETF
FPX
$1.5B
$327K ﹤0.01%
+1,996
New +$328K
AWK icon
893
American Water Works
AWK
$27.4B
$318K ﹤0.01%
+2,436
New +$325K
WDAY icon
894
Workday
WDAY
$48.6B
$315K ﹤0.01%
+1,468
New +$334K
CVNA icon
895
Carvana
CVNA
$54.6B
$315K ﹤0.01%
+3,735
New +$278K
RJF icon
896
Raymond James Financial
RJF
$33.8B
$315K ﹤0.01%
+1,959
New +$316K
USHY icon
897
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$315K ﹤0.01%
+8,414
New +$315K
TOL icon
898
Toll Brothers
TOL
$13.5B
$313K ﹤0.01%
+2,318
New +$315K
ES icon
899
Eversource Energy
ES
$26.6B
$311K ﹤0.01%
+4,616
New +$324K
VTRS icon
900
Viatris
VTRS
$19.6B
$311K ﹤0.01%
+24,958
New +$269K
34 35
36
37 38

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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.