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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
SKWD icon
1001
Skyward Specialty Insurance
SKWD
$2.32B
$223K ﹤0.01%
+4,357
New +$209K
SRLN icon
1002
State Street Blackstone Senior Loan ETF
SRLN
$5.48B
$219K ﹤0.01%
+5,309
New +$219K
SW
1003
Smurfit Westrock
SW
$25.8B
$219K ﹤0.01%
+5,653
New +$216K
GSAT icon
1004
Globalstar
GSAT
$10.7B
$218K ﹤0.01%
+3,579
New +$198K
DTE icon
1005
DTE Energy
DTE
$28.3B
$218K ﹤0.01%
+1,684
New +$229K
STNE icon
1006
StoneCo
STNE
$2.24B
$216K ﹤0.01%
+14,614
New +$244K
TFI icon
1007
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$216K ﹤0.01%
+4,727
New +$216K
TSN icon
1008
Tyson Foods
TSN
$19.4B
$214K ﹤0.01%
+3,653
New +$201K
EQT icon
1009
EQT Corp
EQT
$33.8B
$214K ﹤0.01%
+3,995
New +$224K
NDMO icon
1010
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$600M
$213K ﹤0.01%
+21,157
New +$221K
WDFC icon
1011
WD-40
WDFC
$2.91B
$213K ﹤0.01%
+1,083
New +$213K
EL icon
1012
Estee Lauder
EL
$38.4B
$213K ﹤0.01%
+2,031
New +$197K
PPL
1013
PPL Corp
PPL
$26B
$212K ﹤0.01%
+6,062
New +$219K
VGK icon
1014
Vanguard FTSE Europe ETF
VGK
$31B
$211K ﹤0.01%
+2,517
New +$205K
MLPX icon
1015
Global X MLP & Energy Infrastructure ETF
MLPX
$3.59B
$210K ﹤0.01%
+3,471
New +$208K
TBBK icon
1016
The Bancorp
TBBK
$2.69B
$210K ﹤0.01%
+3,110
New +$215K
IVOV icon
1017
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.35B
$207K ﹤0.01%
+2,049
New +$207K
MUNI icon
1018
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.14B
$207K ﹤0.01%
+3,951
New +$207K
FDS icon
1019
Factset
FDS
$10.8B
$205K ﹤0.01%
+707
New +$198K
DFEB icon
1020
FT Vest US Equity Deep Buffer ETF February
DFEB
$445M
$205K ﹤0.01%
+4,295
New +$202K
MSCI icon
1021
MSCI
MSCI
$41.3B
$204K ﹤0.01%
+356
New +$200K
DECP
1022
PGIM US Large-Cap Buffer 12 ETF - December
DECP
$29.9M
$204K ﹤0.01%
+6,700
New +$200K
TPL icon
1023
Texas Pacific Land
TPL
$25.3B
$204K ﹤0.01%
+709
New +$217K
FERG icon
1024
Ferguson
FERG
$45.3B
$203K ﹤0.01%
+913
New +$218K
CBRL icon
1025
Cracker Barrel
CBRL
$1.25B
$203K ﹤0.01%
+8,000
New +$256K
38 39 40
41
42

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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.