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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
STC icon
926
Stewart Information Services
STC
$2.13B
$281K ﹤0.01%
+3,999
New +$288K
GNMA icon
927
iShares GNMA Bond ETF
GNMA
$436M
$281K ﹤0.01%
+6,302
New +$281K
FSM icon
928
Fortuna Silver Mines
FSM
$3.75B
$280K ﹤0.01%
+28,500
New +$257K
FLQM icon
929
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.57B
$279K ﹤0.01%
+4,955
New +$278K
IUSG icon
930
iShares Core S&P US Growth ETF
IUSG
$33.6B
$278K ﹤0.01%
+1,653
New +$276K
KEYS icon
931
Keysight
KEYS
$54.7B
$277K ﹤0.01%
+1,360
New +$252K
HSY icon
932
Hershey
HSY
$36.3B
$276K ﹤0.01%
+1,518
New +$278K
STPZ icon
933
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$526M
$276K ﹤0.01%
+5,150
New +$278K
ARE icon
934
Alexandria Real Estate Equities
ARE
$9.01B
$274K ﹤0.01%
+5,601
New +$330K
Z icon
935
Zillow
Z
$7.8B
$273K ﹤0.01%
+4,000
New +$290K
VTHR icon
936
Vanguard Russell 3000 ETF
VTHR
$4.84B
$271K ﹤0.01%
+901
New +$269K
FXD icon
937
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$266M
$268K ﹤0.01%
+3,925
New +$263K
MPX
938
DELISTED
Marine Products Corp
MPX
$268K ﹤0.01%
+30,565
New +$264K
VPU
939
Vanguard Utilities ETF
VPU
$8.31B
$267K ﹤0.01%
+1,441
New +$277K
PTL icon
940
Inspire 500 ETF
PTL
$897M
$267K ﹤0.01%
+1,074
New +$268K
JCI icon
941
Johnson Controls International
JCI
$86.7B
$266K ﹤0.01%
+2,220
New +$255K
OKE icon
942
Oneok
OKE
$58.6B
$265K ﹤0.01%
+3,612
New +$256K
BSCQ icon
943
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.48B
$264K ﹤0.01%
+13,511
New +$265K
IYH icon
944
iShares US Healthcare ETF
IYH
$3.78B
$263K ﹤0.01%
+4,045
New +$255K
GDOT icon
945
Green Dot
GDOT
$761M
$263K ﹤0.01%
+20,559
New +$255K
CGDV icon
946
Capital Group Dividend Value ETF
CGDV
$38.9B
$263K ﹤0.01%
+6,029
New +$259K
DGT icon
947
State Street SPDR Global Dow ETF
DGT
$630M
$262K ﹤0.01%
+1,571
New +$259K
VMBS icon
948
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$262K ﹤0.01%
+5,556
New +$262K
OSK icon
949
Oshkosh
OSK
$9.7B
$261K ﹤0.01%
+2,078
New +$267K
FE icon
950
FirstEnergy
FE
$26.7B
$261K ﹤0.01%
+5,819
New +$267K
36 37
38
39 40

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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.