We are live on ! Find out more
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
SBR
976
Sabine Royalty Trust
SBR
$1.08B
$264K ﹤0.01%
+3,506
New +$250K
BLV icon
977
Vanguard Long-Term Bond ETF
BLV
$5.77B
$264K ﹤0.01%
3,837
+305
+9% +$21.3K
BSCQ icon
978
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.48B
$264K ﹤0.01%
13,511
– –
WEC icon
979
WEC Energy
WEC
$34.7B
$263K ﹤0.01%
2,272
+48
+2% +$5.39K
TQQQ icon
980
ProShares UltraPro QQQ
TQQQ
$36.6B
$262K ﹤0.01%
6,280
-13,188
-68% -$660K
OSK icon
981
Oshkosh
OSK
$9.65B
$261K ﹤0.01%
1,776
-302
-15% -$47.1K
VTHR icon
982
Vanguard Russell 3000 ETF
VTHR
$4.84B
$260K ﹤0.01%
903
+2
+0.2% +$601
BOND icon
983
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.6B
$260K ﹤0.01%
+2,816
New +$263K
GATX icon
984
GATX Corp
GATX
$6.25B
$260K ﹤0.01%
1,522
– –
BNDX icon
985
Vanguard Total International Bond ETF
BNDX
$82.7B
$259K ﹤0.01%
+5,397
New +$262K
CGDV icon
986
Capital Group Dividend Value ETF
CGDV
$38.8B
$259K ﹤0.01%
6,087
+58
+1% +$2.58K
TCAF icon
987
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.35B
$259K ﹤0.01%
7,268
-22,665
-76% -$848K
PTF icon
988
Invesco Dorsey Wright Technology Momentum ETF
PTF
$591M
$258K ﹤0.01%
2,988
-332
-10% -$29K
WST icon
989
West Pharmaceutical
WST
$24.6B
$258K ﹤0.01%
1,029
-246
-19% -$61.2K
IYM icon
990
iShares US Basic Materials ETF
IYM
$1.05B
$257K ﹤0.01%
1,459
+1
+0.1% +$175
QSR icon
991
Restaurant Brands International
QSR
$27.4B
$257K ﹤0.01%
3,478
– –
VTR icon
992
Ventas
VTR
$47.6B
$257K ﹤0.01%
3,140
+5
+0.2% +$409
FE icon
993
FirstEnergy
FE
$26.7B
$257K ﹤0.01%
5,069
-750
-13% -$36.4K
IUSG icon
994
iShares Core S&P US Growth ETF
IUSG
$33.6B
$256K ﹤0.01%
1,646
-7
-0.4% -$1.15K
USHY icon
995
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$256K ﹤0.01%
6,938
-1,476
-18% -$55K
CHH icon
996
Choice Hotels
CHH
$4.93B
$255K ﹤0.01%
2,464
-43
-2% -$4.47K
PZA icon
997
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
$254K ﹤0.01%
+11,072
New +$258K
VMBS icon
998
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$250K ﹤0.01%
5,331
-225
-4% -$10.6K
MMIT icon
999
IQ MacKay Municipal Intermediate ETF
MMIT
$1.45B
$250K ﹤0.01%
10,359
+220
+2% +$5.38K
SNOW icon
1000
Snowflake
SNOW
$115B
$247K ﹤0.01%
1,638
-49
-3% -$9.07K
38 39
40
41 42

Similar funds

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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.