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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 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
HON icon
101
Honeywell
HON
$69.1B
$25.6M 0.2%
113,123
+14,348
+15% +$3.28M
MA icon
102
Mastercard
MA
$518B
$25.5M 0.2%
51,016
-952
-2% -$501K
UNH icon
103
UnitedHealth
UNH
$356B
$24.6M 0.19%
91,008
-4,156
-4% -$1.24M
TFC icon
104
Truist Financial
TFC
$61.3B
$24.5M 0.19%
532,944
+2,887
+0.5% +$143K
SHEL icon
105
Shell
SHEL
$249B
$24.1M 0.18%
258,979
-5,455
-2% -$441K
BLK icon
106
Blackrock
BLK
$183B
$23.9M 0.18%
24,894
-537
-2% -$565K
LVHI icon
107
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.71B
$23.7M 0.18%
584,084
+51,899
+10% +$2.04M
IEMG icon
108
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$23.6M 0.18%
338,668
+57,304
+20% +$4.14M
GPC icon
109
Genuine Parts
GPC
$18.9B
$23M 0.18%
217,295
+22,968
+12% +$2.84M
MO icon
110
Altria Group
MO
$114B
$22.8M 0.17%
346,237
+2,689
+0.8% +$173K
SHW icon
111
Sherwin-Williams
SHW
$83.7B
$22.6M 0.17%
70,417
+877
+1% +$302K
IWS icon
112
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$22.3M 0.17%
152,784
+8,271
+6% +$1.23M
GS icon
113
Goldman Sachs
GS
$304B
$21.5M 0.16%
25,441
+1,386
+6% +$1.24M
C icon
114
Citigroup
C
$223B
$21.3M 0.16%
187,506
+20,493
+12% +$2.33M
CB icon
115
Chubb
CB
$130B
$20.7M 0.16%
63,616
+2,961
+5% +$950K
NEE icon
116
NextEra Energy
NEE
$173B
$20.7M 0.16%
222,884
+2,246
+1% +$200K
TLH icon
117
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$20.2M 0.15%
200,496
+68,308
+52% +$6.98M
SPSB icon
118
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$20.1M 0.15%
668,703
+183,267
+38% +$5.53M
SLV icon
119
iShares Silver Trust
SLV
$33B
$20.1M 0.15%
294,356
-59,829
-17% -$4.55M
NFLX icon
120
Netflix
NFLX
$332B
$19.9M 0.15%
207,054
-7,175
-3% -$632K
ASML icon
121
ASML
ASML
$666B
$19.7M 0.15%
14,933
-644
-4% -$883K
SNA icon
122
Snap-on
SNA
$20.4B
$19.5M 0.15%
53,741
-252
-0.5% -$93.4K
AEP icon
123
American Electric Power
AEP
$66.7B
$18.8M 0.14%
143,287
+7,258
+5% +$908K
CRM icon
124
Salesforce
CRM
$200B
$18.8M 0.14%
100,591
-30,276
-23% -$6.27M
PEP icon
125
PepsiCo
PEP
$192B
$18.8M 0.14%
120,885
+1,236
+1% +$193K
3 4
5
6 7

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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.