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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
FOXF icon
951
Fox Factory Holding Corp
FOXF
$891M
$259K ﹤0.01%
+15,158
New +$289K
GATX icon
952
GATX Corp
GATX
$6.26B
$258K ﹤0.01%
+1,522
New +$251K
CHKP icon
953
Check Point Software Technologies
CHKP
$13.7B
$257K ﹤0.01%
+1,385
New +$268K
TGTX icon
954
TG Therapeutics
TGTX
$8.37B
$256K ﹤0.01%
+8,600
New +$281K
DFSD
955
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.23B
$254K ﹤0.01%
+5,300
New +$255K
PTF icon
956
Invesco Dorsey Wright Technology Momentum ETF
PTF
$595M
$254K ﹤0.01%
+3,320
New +$259K
UTHR icon
957
United Therapeutics
UTHR
$22.2B
$253K ﹤0.01%
+520
New +$242K
EFAV icon
958
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.49B
$253K ﹤0.01%
+2,937
New +$251K
LDOS icon
959
Leidos
LDOS
$17.4B
$252K ﹤0.01%
+1,398
New +$265K
ATEN icon
960
A10 Networks
ATEN
$1.91B
$252K ﹤0.01%
+14,251
New +$252K
IQLT icon
961
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$251K ﹤0.01%
+5,533
New +$248K
JBHT icon
962
JB Hunt Transport Services
JBHT
$24.7B
$251K ﹤0.01%
+1,293
New +$222K
KBE icon
963
State Street SPDR S&P Bank ETF
KBE
$1.68B
$248K ﹤0.01%
+4,086
New +$241K
FLCB icon
964
Franklin US Core Bond ETF
FLCB
$3.07B
$247K ﹤0.01%
+11,430
New +$248K
MMIT icon
965
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$247K ﹤0.01%
+10,139
New +$247K
BTT icon
966
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
$246K ﹤0.01%
+10,780
New +$243K
INFY icon
967
Infosys
INFY
$47.9B
$246K ﹤0.01%
+13,797
New +$239K
BLV icon
968
Vanguard Long-Term Bond ETF
BLV
$5.77B
$246K ﹤0.01%
+3,532
New +$250K
TTEK icon
969
Tetra Tech
TTEK
$9.34B
$245K ﹤0.01%
+7,305
New +$247K
TLN
970
Talen Energy Corp
TLN
$14.6B
$244K ﹤0.01%
+652
New +$253K
GAB icon
971
Gabelli Equity Trust
GAB
$1.77B
$244K ﹤0.01%
+39,468
New +$240K
VTR icon
972
Ventas
VTR
$47.3B
$243K ﹤0.01%
+3,135
New +$236K
XSD icon
973
State Street SPDR S&P Semiconductor ETF
XSD
$2.68B
$243K ﹤0.01%
+754
New +$249K
FTI icon
974
TechnipFMC
FTI
$29.4B
$242K ﹤0.01%
+5,439
New +$230K
GTLS
975
DELISTED
Chart Industries
GTLS
$242K ﹤0.01%
+1,175
New +$238K
37 38
39
40 41

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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.