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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 Technology 11.84%
2 Financials 10.39%
3 Industrials 8.76%
4 Consumer Staples 6.89%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
76
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$32.5M 0.25%
253,663
-9,975
-4% -$1.35M
DUK icon
77
Duke Energy
DUK
$94.1B
$32.1M 0.25%
245,387
+27,743
+13% +$3.47M
WM icon
78
Waste Management
WM
$87.3B
$31.7M 0.24%
137,834
+1,695
+1% +$389K
VIG icon
79
Vanguard Dividend Appreciation ETF
VIG
$113B
$31.5M 0.24%
146,567
-11,486
-7% -$2.56M
VSDA icon
80
VictoryShares Dividend Accelerator ETF
VSDA
$223M
$31.2M 0.24%
571,726
+8,379
+1% +$469K
COWZ icon
81
Pacer US Cash Cows 100 ETF
COWZ
$20.1B
$30.6M 0.23%
488,771
+19,281
+4% +$1.21M
QGRO icon
82
American Century US Quality Growth ETF
QGRO
$2.02B
$30.5M 0.23%
290,201
+15,990
+6% +$1.77M
VXUS icon
83
Vanguard Total International Stock ETF
VXUS
$164B
$30.4M 0.23%
394,293
+52,733
+15% +$4.19M
BAC icon
84
Bank of America
BAC
$430B
$29.3M 0.22%
601,671
+9,025
+2% +$466K
MDY icon
85
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
$29.3M 0.22%
47,547
+2,953
+7% +$1.87M
ADP icon
86
Automatic Data Processing
ADP
$113B
$29.3M 0.22%
143,982
-2,100
-1% -$482K
VWO icon
87
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$28.8M 0.22%
533,020
+28,333
+6% +$1.59M
BRTR icon
88
BlackRock Total Return ETF
BRTR
$755M
$28.4M 0.22%
566,750
+108,223
+24% +$5.5M
QUAL icon
89
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$28.4M 0.22%
147,882
-35,906
-20% -$7.2M
FSCC
90
Federated Hermes MDT Small Cap Core ETF
FSCC
$349M
$27.5M 0.21%
925,365
+577,393
+166% +$17.9M
LIN icon
91
Linde
LIN
$223B
$27.1M 0.21%
54,749
+4,686
+9% +$2.21M
T icon
92
AT&T
T
$174B
$26.8M 0.21%
925,657
-163,005
-15% -$4.35M
VYM icon
93
Vanguard High Dividend Yield ETF
VYM
$82.8B
$26.8M 0.21%
181,131
+6,534
+4% +$982K
SPGI icon
94
S&P Global
SPGI
$130B
$26.3M 0.2%
61,768
+17,287
+39% +$8.03M
PANW icon
95
Palo Alto Networks
PANW
$307B
$25.9M 0.2%
161,599
-2,270
-1% -$381K
TMO icon
96
Thermo Fisher Scientific
TMO
$234B
$25.9M 0.2%
52,614
-555
-1% -$301K
ABT icon
97
Abbott
ABT
$194B
$25.8M 0.2%
251,735
-26,984
-10% -$3.05M
VFH icon
98
Vanguard Financials ETF
VFH
$13.9B
$25.6M 0.2%
212,119
-3,161
-1% -$403K
MS icon
99
Morgan Stanley
MS
$338B
$25.6M 0.2%
155,538
+9,826
+7% +$1.7M
XLK icon
100
State Street Technology Select Sector SPDR ETF
XLK
$122B
$25.6M 0.2%
192,411
-4,733
-2% -$667K
2 3
4
5 6

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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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.

  • 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.