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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
GLRY icon
901
Inspire Growth ETF
GLRY
$166M
$341K ﹤0.01%
+9,187
New +$350K
AHR icon
902
American Healthcare REIT
AHR
$12.3B
$340K ﹤0.01%
7,212
+4
+0.1% +$198
CMCO icon
903
Columbus McKinnon
CMCO
$531M
$336K ﹤0.01%
23,140
+68
+0.3% +$1.27K
TPL icon
904
Texas Pacific Land
TPL
$25.5B
$336K ﹤0.01%
707
-2
-0.3% -$859
AFLG icon
905
First Trust Active Factor Large Cap ETF
AFLG
$759M
$335K ﹤0.01%
8,674
+12
+0.1% +$478
NEWP
906
New Pacific Metals
NEWP
$1.37B
$331K ﹤0.01%
80,000
-4,000
-5% -$16.2K
CUBE icon
907
CubeSmart
CUBE
$9B
$329K ﹤0.01%
+8,977
New +$344K
ATEN icon
908
A10 Networks
ATEN
$1.96B
$329K ﹤0.01%
14,209
-42
-0.3% -$821
B
909
Barrick Mining
B
$77.9B
$328K ﹤0.01%
8,032
-252
-3% -$11.6K
IRM icon
910
Iron Mountain
IRM
$36.5B
$327K ﹤0.01%
+3,204
New +$319K
EMB icon
911
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$325K ﹤0.01%
+3,448
New +$331K
CCL icon
912
Carnival Corporation Ltd
CCL
$34.2B
$324K ﹤0.01%
12,520
-1,381
-10% -$40.3K
PRK icon
913
Park National Corp
PRK
$3.58B
$322K ﹤0.01%
+1,970
New +$322K
ES icon
914
Eversource Energy
ES
$26.7B
$320K ﹤0.01%
4,616
– –
NVMI
915
Nova
NVMI
$11.8B
$319K ﹤0.01%
734
– –
AEE icon
916
Ameren
AEE
$29.6B
$318K ﹤0.01%
+2,896
New +$310K
PFN
917
PIMCO Income Strategy Fund II
PFN
$689M
$318K ﹤0.01%
46,187
-2,663
-5% -$19.3K
AEM icon
918
Agnico Eagle Mines
AEM
$109B
$317K ﹤0.01%
1,561
-259
-14% -$53.9K
FPX icon
919
First Trust US Equity Opportunities ETF
FPX
$1.5B
$317K ﹤0.01%
1,996
– –
WAT icon
920
Waters Corp
WAT
$41.4B
$316K ﹤0.01%
+1,060
New +$363K
TOL icon
921
Toll Brothers
TOL
$13.4B
$315K ﹤0.01%
2,311
-7
-0.3% -$1.03K
ONEQ icon
922
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$312K ﹤0.01%
3,672
-449
-11% -$40.3K
PAR icon
923
PAR Technology
PAR
$795M
$311K ﹤0.01%
23,353
-28
-0.1% -$658
GEN icon
924
Gen Digital
GEN
$18.3B
$310K ﹤0.01%
16,472
+169
+1% +$3.91K
O icon
925
Realty Income
O
$58.5B
$309K ﹤0.01%
+5,046
New +$316K
35 36
37
38 39

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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.