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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 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
WDFC icon
1026
WD-40
WDFC
$2.92B
$225K ﹤0.01%
1,101
+18
+2% +$4.02K
SLVP icon
1027
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.09B
$224K ﹤0.01%
6,313
-439
-7% -$17.6K
GAB icon
1028
Gabelli Equity Trust
GAB
$1.77B
$223K ﹤0.01%
39,768
+300
+0.8% +$1.8K
MTN icon
1029
Vail Resorts
MTN
$5.25B
$223K ﹤0.01%
+1,732
New +$236K
ISMD icon
1030
Inspire Small/Mid Cap Impact ETF
ISMD
$340M
$223K ﹤0.01%
+5,568
New +$229K
MPX
1031
DELISTED
Marine Products Corp
MPX
$222K ﹤0.01%
30,565
– –
AROC icon
1032
Archrock
AROC
$5.43B
$220K ﹤0.01%
+6,331
New +$202K
TTEK icon
1033
Tetra Tech
TTEK
$9.33B
$220K ﹤0.01%
7,305
– –
NI icon
1034
NiSource
NI
$19.6B
$216K ﹤0.01%
+4,637
New +$209K
LPX icon
1035
Louisiana-Pacific
LPX
$4.98B
$216K ﹤0.01%
2,972
– –
NFG icon
1036
National Fuel Gas
NFG
$7.82B
$212K ﹤0.01%
+2,251
New +$197K
UTG icon
1037
Reaves Utility Income Fund
UTG
$3.52B
$211K ﹤0.01%
+5,379
New +$210K
WWJD icon
1038
Inspire International ETF
WWJD
$580M
$211K ﹤0.01%
+5,643
New +$215K
NXPI icon
1039
NXP Semiconductors
NXPI
$56.9B
$209K ﹤0.01%
1,062
-1,092
-51% -$242K
IVOV icon
1040
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.35B
$209K ﹤0.01%
2,049
– –
CHKP icon
1041
Check Point Software Technologies
CHKP
$13.7B
$209K ﹤0.01%
1,461
+76
+5% +$12.7K
IYG icon
1042
iShares US Financial Services ETF
IYG
$2.22B
$209K ﹤0.01%
+2,517
New +$221K
PEY icon
1043
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.17B
$208K ﹤0.01%
+9,720
New +$208K
TLN
1044
Talen Energy Corp
TLN
$14.6B
$208K ﹤0.01%
652
– –
JNK icon
1045
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.68B
$208K ﹤0.01%
+2,171
New +$210K
SPHR icon
1046
Sphere Entertainment
SPHR
$5.54B
$207K ﹤0.01%
+1,760
New +$184K
MAS icon
1047
Masco
MAS
$14.4B
$206K ﹤0.01%
3,413
-1,016
-23% -$68.7K
VCR icon
1048
Vanguard Consumer Discretionary ETF
VCR
$6.01B
$206K ﹤0.01%
573
– –
DEM icon
1049
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.14B
$206K ﹤0.01%
4,137
-962
-19% -$47.7K
ILCG icon
1050
iShares Morningstar Growth ETF
ILCG
$3.21B
$205K ﹤0.01%
2,145
– –
40 41
42
43 44

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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 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.