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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
(-1.2%)
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
32.19%
Holding
1,135
New
89
Increased
522
Reduced
396
Closed
59
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinnacle Financial Partners Inc
PNFP
|
+$261M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$36.5M |
| 3 |
FSCC
Federated Hermes MDT Small Cap Core ETF
FSCC
|
+$17.9M |
| 4 |
Southern Company
SO
|
+$14.4M |
| 5 |
S&P Global
SPGI
|
+$8.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SNV
Synovus
SNV
|
+$266M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$50.4M |
| 3 |
Global Payments
GPN
|
+$36.3M |
| 4 |
Coca-Cola
KO
|
+$14.8M |
| 5 |
Micron Technology
MU
|
+$9.11M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.84% |
| 2 | Financials | 10.39% |
| 3 | Industrials | 8.76% |
| 4 | Consumer Staples | 6.89% |
| 5 | Healthcare | 5.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Twilio
TWLO
$36.6B
| – | – |
-5,646
| Closed | -$803K |
|
1127
Tyler Technologies
TYL
$15B
| – | – |
-4,887
| Closed | -$2.22M |
|
1128
Workday
WDAY
$48.9B
| – | – |
-1,468
| Closed | -$315K |
|
1129
Watsco Inc
WSO
$12.8B
| – | – |
-671
| Closed | -$226K |
|
1130
Zillow
Z
$7.77B
| – | – |
-4,000
| Closed | -$273K |
|
1131
Corpay
CPAY
$27B
| – | – |
-27,083
| Closed | -$8.15M |
|
|
DECP
1132
PGIM US Large-Cap Buffer 12 ETF - December
DECP
$29.9M
| – | – |
-6,700
| Closed | -$204K |
|
|
SW
1133
Smurfit Westrock
SW
$25.8B
| – | – |
-5,653
| Closed | -$219K |
|
|
APOC
1134
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.4M
| – | – |
-109,242
| Closed | -$2.86M |
|
|
INGM
1135
Ingram Micro Holding
INGM
$6.75B
| – | – |
-18,298
| Closed | -$390K |
|
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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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.
- 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.