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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
PGEN icon
1051
Precigen
PGEN
$2.64B
$204K ﹤0.01%
52,790
+8,100
+18% +$33.2K
MP icon
1052
MP Materials
MP
$10.4B
$203K ﹤0.01%
+4,200
New +$251K
VGK icon
1053
Vanguard FTSE Europe ETF
VGK
$31B
$201K ﹤0.01%
2,441
-76
-3% -$6.53K
MTZ icon
1054
MasTec
MTZ
$20B
$200K ﹤0.01%
+623
New +$169K
STNE icon
1055
StoneCo
STNE
$2.26B
$200K ﹤0.01%
14,134
-480
-3% -$7.38K
MTW icon
1056
Manitowoc
MTW
$690M
$197K ﹤0.01%
16,875
– –
PGF icon
1057
Invesco Financial Preferred ETF
PGF
$661M
$188K ﹤0.01%
+13,630
New +$194K
INFY icon
1058
Infosys
INFY
$47.9B
$186K ﹤0.01%
13,753
-44
-0.3% -$689
BAX icon
1059
Baxter International
BAX
$13.6B
$183K ﹤0.01%
10,880
-120,433
-92% -$2.33M
CAG icon
1060
Conagra Brands
CAG
$7.65B
$175K ﹤0.01%
11,133
-200,830
-95% -$3.55M
SMR icon
1061
NuScale Power
SMR
$3.94B
$173K ﹤0.01%
15,990
+3,966
+33% +$60.3K
PHK
1062
PIMCO High Income Fund
PHK
$847M
$164K ﹤0.01%
35,395
– –
EQX icon
1063
Equinox Gold
EQX
$15.7B
$145K ﹤0.01%
10,000
– –
RES icon
1064
RPC Inc
RES
$1.38B
$142K ﹤0.01%
20,000
– –
COLD icon
1065
Americold
COLD
$4.35B
$125K ﹤0.01%
+10,914
New +$137K
GALT icon
1066
Galectin Therapeutics
GALT
$420M
$116K ﹤0.01%
41,650
-6,350
-13% -$19.3K
EFR
1067
Eaton Vance Senior Floating-Rate Fund
EFR
$312M
$113K ﹤0.01%
10,702
– –
APT icon
1068
Alpha Pro Tech
APT
$54.5M
$111K ﹤0.01%
25,000
– –
BGC icon
1069
BGC Group
BGC
$5.63B
$102K ﹤0.01%
10,443
+13
+0.1% +$120
GUT
1070
Gabelli Utility Trust
GUT
$575M
$91.2K ﹤0.01%
15,076
– –
ALLT icon
1071
Allot
ALLT
$386M
$83.3K ﹤0.01%
12,500
-1,500
-11% -$13.2K
UPXI icon
1072
Upexi
UPXI
$84.5M
$69.7K ﹤0.01%
70,720
– –
MPT
1073
Medical Properties Trust
MPT
$2.42B
$46.3K ﹤0.01%
10,000
– –
OPTT icon
1074
Ocean Power Technologies
OPTT
$48.2M
$35.2K ﹤0.01%
100,500
+50,000
+99% +$21.5K
XBIT icon
1075
XBiotech
XBIT
$69.5M
$27.7K ﹤0.01%
11,796
– –
41 42
43
44 45

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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.