We are live on
!
Find out more
Pinnacle Financial Partners (Georgia) Portfolio holdings
AUM
$14.7B
Turnover
10%
This Fund
S&P 500
This Quarter
Est. Return
+15.82%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$14.7B
AUM Growth
+$1.59B
(+12%)
Cap. Flow
+$112M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
31.66%
Holding
1,160
New
84
Increased
507
Reduced
447
Closed
32
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$30.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.8M |
| 3 |
Aflac
AFL
|
+$13.4M |
| 4 |
Eli Lilly
LLY
|
+$13.3M |
| 5 |
HONA
Honeywell Aerospace
HONA
|
+$12.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$56.3M |
| 2 |
Coca-Cola
KO
|
+$31.6M |
| 3 |
Micron Technology
MU
|
+$13.4M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$13.3M |
| 5 |
Honeywell
HON
|
+$12.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.27% |
| 2 | Technology | 13.59% |
| 3 | Financials | 10.33% |
| 4 | Industrials | 8.58% |
| 5 | Consumer Staples | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
951
ESCO Technologies
ESE
$6.55B
| $348K | ﹤0.01% |
993
| – | – |
2026 Q1
1 quarter
|
|
952
SpaceX
SPCX
$1.96T
| $344K | ﹤0.01% |
+2,016
| New | +$342K |
2026 Q2
0 quarters
|
|
953
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.61B
| $344K | ﹤0.01% |
3,727
+911
| +32% | +$83.9K |
2026 Q1
1 quarter
|
|
954
First Trust Active Factor Large Cap ETF
AFLG
$802M
| $342K | ﹤0.01% |
7,881
-793
| -9% | -$33.7K |
2025 Q4
2 quarters
|
|
955
BHP
BHP
$211B
| $342K | ﹤0.01% |
4,107
-33
| -0.8% | -$2.74K |
2025 Q4
2 quarters
|
|
956
Global X Defense Tech ETF
SHLD
$6.45B
| $340K | ﹤0.01% |
5,699
+212
| +4% | +$14.1K |
2026 Q1
1 quarter
|
|
957
MP Materials
MP
$7.41B
| $339K | ﹤0.01% |
6,045
+1,845
| +44% | +$112K |
2026 Q1
1 quarter
|
|
958
Vishay Precision Group
VPG
$853M
| $336K | ﹤0.01% |
+2,241
| New | +$208K |
2026 Q2
0 quarters
|
|
959
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.8B
| $334K | ﹤0.01% |
2,042
+32
| +2% | +$4.96K |
2025 Q4
2 quarters
|
|
960
Eversource Energy
ES
$24.9B
| $334K | ﹤0.01% |
4,616
| – | – |
2025 Q4
2 quarters
|
|
961
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$9.1B
| $333K | ﹤0.01% |
8,099
+831
| +11% | +$32.8K |
2025 Q4
2 quarters
|
|
962
Agilent Technologies
A
$49.5B
| $333K | ﹤0.01% |
2,504
| – | – |
2025 Q4
2 quarters
|
|
963
EQT Corp
EQT
$32.8B
| $332K | ﹤0.01% |
6,251
+2,012
| +47% | +$113K |
2025 Q4
2 quarters
|
|
964
Lennar Class A
LEN
$18.5B
| $332K | ﹤0.01% |
3,663
-312
| -8% | -$27.9K |
2025 Q4
2 quarters
|
|
965
Mueller Water Products
MWA
$3.38B
| $331K | ﹤0.01% |
12,829
| – | – |
2025 Q4
2 quarters
|
|
966
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.35B
| $330K | ﹤0.01% |
2,255
| – | – |
2025 Q4
2 quarters
|
|
967
HDFC Bank
HDB
$121B
| $329K | ﹤0.01% |
12,747
-3,474
| -21% | -$87.1K |
2025 Q4
2 quarters
|
|
968
Archer Aviation
ACHR
$3.29B
| $329K | ﹤0.01% |
69,604
+238
| +0.3% | +$1.38K |
2025 Q4
2 quarters
|
|
969
Realty Income
O
$52.6B
| $329K | ﹤0.01% |
5,311
+265
| +5% | +$16.5K |
2026 Q1
1 quarter
|
|
970
iShares Morningstar Value ETF
ILCV
$1.38B
| $328K | ﹤0.01% |
3,238
+13
| +0.4% | +$1.29K |
2025 Q4
2 quarters
|
|
971
Coeur Mining
CDE
$15.8B
| $325K | ﹤0.01% |
19,900
| – | – |
2025 Q4
2 quarters
|
|
972
Loews
L
$22.2B
| $323K | ﹤0.01% |
2,849
+200
| +8% | +$21.7K |
2025 Q4
2 quarters
|
|
973
Ameren
AEE
$28.7B
| $322K | ﹤0.01% |
2,850
-46
| -2% | -$5.08K |
2026 Q1
1 quarter
|
|
974
New Pacific Metals
NEWP
$1.16B
| $322K | ﹤0.01% |
80,000
| – | – |
2025 Q4
2 quarters
|
|
975
Canadian Pacific Kansas City
CP
$76.4B
| $321K | ﹤0.01% |
3,703
-139
| -4% | -$11.9K |
2025 Q4
2 quarters
|
|
Similar funds
Pinnacle Financial Partners (Georgia)'s Q2 2026 Portfolio in Review
As of Q2 2026, Pinnacle Financial Partners (Georgia) held 1,160 positions worth $14.7B, up 12% from $13.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Pinnacle Financial Partners (Georgia)'s Q2 2026 filing shows 84 new, 507 increased, 447 reduced and 32 closed positions. Its largest new stake was Honeywell Aerospace: 57,188 shares worth $12.6M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $56.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 43% a quarter earlier, followed by Technology and Financials.
- Pinnacle Financial Partners (Georgia)'s largest Q2 2026 buy was Honeywell Aerospace: 57,188 shares worth $12.6M.
- Pinnacle Financial Partners (Georgia) added most to iShares MSCI ACWI ETF in Q2 2026, an estimated $30.2M increase.
- Pinnacle Financial Partners (Georgia)'s biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $56.3M.
- Pinnacle Financial Partners (Georgia) fully exited Campbell Soup in Q2 2026, selling an estimated $3.23M.
- Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 32% of its $14.7B portfolio in Q2 2026.
- Pinnacle Financial Partners (Georgia) opened 84 new positions and closed 32 in Q2 2026.
- Pinnacle Financial Partners (Georgia)'s portfolio value rose 12% quarter-over-quarter to $14.7B.
Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.