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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
FLYX icon
1076
flyExclusive
FLYX
$132M
$23.7K ﹤0.01%
+10,500
New +$30.3K
ALNY icon
1077
Alnylam Pharmaceuticals
ALNY
$31.3B
– –
-1,237
Closed -$492K
AMCR icon
1078
Amcor
AMCR
$21.7B
– –
-2,848
Closed -$119K
BG icon
1079
Bunge Global
BG
$21.4B
– –
-4,502
Closed -$401K
BL icon
1080
BlackLine
BL
$1.92B
– –
-10,578
Closed -$585K
BLD
1081
DELISTED
TopBuild
BLD
– –
-576
Closed -$240K
BTT icon
1082
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
– –
-10,780
Closed -$246K
BUG icon
1083
Global X Cybersecurity ETF
BUG
$1.56B
– –
-9,394
Closed -$286K
CADE
1084
DELISTED
Cadence Bank
CADE
– –
-37,594
Closed -$1.61M
CCC
1085
CCC Intelligent Solutions
CCC
$4.47B
– –
-396,686
Closed -$3.15M
DFEB icon
1086
FT Vest US Equity Deep Buffer ETF February
DFEB
$445M
– –
-4,295
Closed -$205K
DFSD
1087
Dimensional Short-Duration Fixed Income ETF
DFSD
$7.23B
– –
-5,300
Closed -$254K
EL icon
1088
Estee Lauder
EL
$38.4B
– –
-2,031
Closed -$213K
EXAS
1089
DELISTED
Exact Sciences
EXAS
– –
-4,189
Closed -$425K
FDS icon
1090
Factset
FDS
$10.8B
– –
-707
Closed -$205K
FERG icon
1091
Ferguson
FERG
$45.2B
– –
-913
Closed -$203K
FIS icon
1092
Fidelity National Information Services
FIS
$20.9B
– –
-5,571
Closed -$370K
FLQM icon
1093
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.58B
– –
-4,955
Closed -$279K
FOXF icon
1094
Fox Factory Holding Corp
FOXF
$891M
– –
-15,158
Closed -$259K
FPEI icon
1095
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.95B
– –
-17,899
Closed -$347K
GXO icon
1096
GXO Logistics
GXO
$5.47B
– –
-9,025
Closed -$475K
IHI icon
1097
iShares US Medical Devices ETF
IHI
$3.4B
– –
-3,880
Closed -$241K
ITB icon
1098
iShares US Home Construction ETF
ITB
$2.25B
– –
-2,355
Closed -$227K
JMOM icon
1099
JPMorgan US Momentum Factor ETF
JMOM
$2.66B
– –
-9,777
Closed -$667K
KBR icon
1100
KBR
KBR
$4.78B
– –
-16,346
Closed -$657K
42 43
44
45 46

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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.