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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
IMCG icon
876
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.15B
$384K ﹤0.01%
4,870
– –
TD icon
877
Toronto Dominion Bank
TD
$200B
$380K ﹤0.01%
+4,075
New +$388K
AWK icon
878
American Water Works
AWK
$27.2B
$380K ﹤0.01%
2,789
+353
+14% +$46.7K
CPA icon
879
Copa Holdings
CPA
$5.94B
$380K ﹤0.01%
3,342
-25
-0.7% -$3.28K
FTI icon
880
TechnipFMC
FTI
$29.9B
$379K ﹤0.01%
5,482
+43
+0.8% +$2.58K
VSNT
881
Versant Media Group
VSNT
$5.49B
$374K ﹤0.01%
+10,115
New +$341K
CHE icon
882
Chemed
CHE
$6.8B
$374K ﹤0.01%
990
-305
-24% -$131K
CDE icon
883
Coeur Mining
CDE
$22.8B
$374K ﹤0.01%
19,900
-1,900
-9% -$41.4K
CDNS icon
884
Cadence Design Systems
CDNS
$95.7B
$371K ﹤0.01%
1,334
-113
-8% -$33.7K
SOLV icon
885
Solventum
SOLV
$15.5B
$370K ﹤0.01%
5,659
-374
-6% -$27.8K
ODFL icon
886
Old Dominion Freight Line
ODFL
$41.5B
$369K ﹤0.01%
+1,887
New +$352K
NAD icon
887
Nuveen Quality Municipal Income Fund
NAD
$2.75B
$368K ﹤0.01%
+32,011
New +$385K
DGRW icon
888
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$365K ﹤0.01%
4,159
-49
-1% -$4.46K
FTMH
889
Franklin Municipal High Yield ETF
FTMH
$563M
$365K ﹤0.01%
+31,654
New +$369K
CGMU icon
890
Capital Group Municipal Income ETF
CGMU
$6.6B
$365K ﹤0.01%
13,433
-6,538
-33% -$180K
XP icon
891
XP
XP
$8.97B
$364K ﹤0.01%
+19,114
New +$369K
NXST icon
892
Nexstar Media Group
NXST
$5.54B
$362K ﹤0.01%
2,000
-61
-3% -$13.7K
ACHR icon
893
Archer Aviation
ACHR
$4.57B
$359K ﹤0.01%
69,366
+262
+0.4% +$1.87K
MWA icon
894
Mueller Water Products
MWA
$3.86B
$353K ﹤0.01%
12,829
– –
PTL icon
895
Inspire 500 ETF
PTL
$899M
$352K ﹤0.01%
1,405
+331
+31% +$85.1K
GBIL icon
896
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$346K ﹤0.01%
3,448
+111
+3% +$11.1K
LEN icon
897
Lennar Class A
LEN
$20.5B
$345K ﹤0.01%
3,975
-7,722
-66% -$835K
SCHO icon
898
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
$345K ﹤0.01%
14,202
– –
GEHC icon
899
GE HealthCare
GEHC
$32.7B
$344K ﹤0.01%
4,835
+16
+0.3% +$1.26K
PBOC
900
PGIM US Large-Cap Buffer 20 ETF - October
PBOC
$47.5M
$342K ﹤0.01%
11,900
– –
34 35
36
37 38

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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.