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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
USFD icon
926
US Foods
USFD
$23.3B
$309K ﹤0.01%
3,346
-5,448
-62% -$482K
WEN icon
927
Wendy's
WEN
$1.49B
$309K ﹤0.01%
+44,390
New +$342K
UTHR icon
928
United Therapeutics
UTHR
$22.7B
$308K ﹤0.01%
520
– –
VTRS icon
929
Viatris
VTRS
$19.5B
$307K ﹤0.01%
22,742
-2,216
-9% -$31K
PRFZ icon
930
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.86B
$307K ﹤0.01%
6,689
-10
-0.1% -$477
TDC icon
931
Teradata
TDC
$2.64B
$306K ﹤0.01%
11,944
+182
+2% +$5.31K
PEG icon
932
Public Service Enterprise Group
PEG
$36.6B
$303K ﹤0.01%
+3,741
New +$307K
IFRA icon
933
iShares US Infrastructure ETF
IFRA
$4.25B
$303K ﹤0.01%
+5,294
New +$304K
CP icon
934
Canadian Pacific Kansas City
CP
$82.7B
$302K ﹤0.01%
3,842
-1,048
-21% -$82.8K
MC icon
935
Moelis & Co
MC
$5.06B
$302K ﹤0.01%
5,299
-888
-14% -$57.7K
BHP icon
936
BHP
BHP
$245B
$301K ﹤0.01%
4,140
-815
-16% -$57.6K
FUN icon
937
Cedar Fair
FUN
$1.65B
$301K ﹤0.01%
+16,958
New +$286K
ILCV icon
938
iShares Morningstar Value ETF
ILCV
$1.35B
$300K ﹤0.01%
3,225
+13
+0.4% +$1.25K
IGF icon
939
iShares Global Infrastructure ETF
IGF
$10.5B
$298K ﹤0.01%
4,447
-1,026
-19% -$67.3K
SPOT icon
940
Spotify
SPOT
$108B
$296K ﹤0.01%
610
-23
-4% -$11.5K
OKE icon
941
Oneok
OKE
$59.9B
$294K ﹤0.01%
3,256
-356
-10% -$29.3K
JCI icon
942
Johnson Controls International
JCI
$86.2B
$294K ﹤0.01%
2,241
+21
+0.9% +$2.71K
WCMI
943
First Trust WCM International Equity ETF
WCMI
$1.9B
$292K ﹤0.01%
17,433
– –
LULU icon
944
lululemon athletica
LULU
$13.2B
$292K ﹤0.01%
1,908
-18
-0.9% -$3.23K
MGV icon
945
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.6B
$291K ﹤0.01%
2,010
+2
+0.1% +$296
PULS icon
946
PGIM Ultra Short Bond ETF
PULS
$18.7B
$291K ﹤0.01%
5,880
– –
PBDE
947
PGIM US Large-Cap Buffer 20 ETF - December
PBDE
$37.8M
$290K ﹤0.01%
9,987
– –
FNX icon
948
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.4B
$289K ﹤0.01%
2,255
– –
LDUR icon
949
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$286K ﹤0.01%
+2,988
New +$287K
VPU
950
Vanguard Utilities ETF
VPU
$8.35B
$286K ﹤0.01%
1,442
+1
+0.1% +$194
36 37
38
39 40

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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.