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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+15.82%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$14.7B
AUM Growth
+$1.59B
Cap. Flow
+$112M
Cap. Flow %
0.76%
Top 10 Hldgs %
31.66%
Holding
1,160
New
84
Increased
507
Reduced
447
Closed
32

Top Buys

Rank Stock Value
1
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$30.2M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.8M
3
AFL icon
Aflac
AFL
+$13.4M
4
LLY icon
Eli Lilly
LLY
+$13.3M
5
HONA
Honeywell Aerospace
HONA
+$12.6M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$56.3M
2
KO icon
Coca-Cola
KO
+$31.6M
3
MU icon
Micron Technology
MU
+$13.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$13.3M
5
HON icon
Honeywell
HON
+$12.5M

Sector Composition

Rank Sector Weight
1 Miscellaneous 43.27%
2 Technology 13.59%
3 Financials 10.33%
4 Industrials 8.58%
5 Consumer Staples 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
126
TSMC
TSM
$2.2T
$20M 0.14%
41,876
-2,455
-6% -$996K
SHEL icon
127
Shell
SHEL
$249B
$19.9M 0.14%
256,585
-2,394
-0.9% -$207K
T icon
128
AT&T
T
$175B
$19.8M 0.13%
955,046
+29,389
+3% +$729K
NEE icon
129
NextEra Energy
NEE
$173B
$19.6M 0.13%
223,776
+892
+0.4% +$80.7K
VOT icon
130
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$19.5M 0.13%
63,662
+432
+0.7% +$125K
VEU icon
131
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$19.3M 0.13%
229,929
+24,634
+12% +$2.01M
CM icon
132
Canadian Imperial Bank of Commerce
CM
$104B
$19M 0.13%
165,374
-2,996
-2% -$329K
TMO icon
133
Thermo Fisher Scientific
TMO
$234B
$19M 0.13%
37,906
-14,708
-28% -$7.06M
BMO icon
134
Bank of Montreal
BMO
$120B
$18.9M 0.13%
106,906
+1,308
+1% +$206K
DE icon
135
Deere & Co
DE
$168B
$18.6M 0.13%
29,294
-368
-1% -$213K
JPST icon
136
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$18.4M 0.13%
363,695
+9,391
+3% +$474K
INTC icon
137
Intel
INTC
$479B
$18.4M 0.13%
131,660
+20,974
+19% +$2.12M
TRV icon
138
Travelers Companies
TRV
$77.4B
$18.2M 0.12%
55,102
-1,187
-2% -$360K
JHMM icon
139
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$18.1M 0.12%
240,881
-270
-0.1% -$19.5K
CMI icon
140
Cummins
CMI
$78.8B
$17.9M 0.12%
25,073
+159
+0.6% +$105K
GNRC icon
141
Generac Holdings
GNRC
$11.9B
$17.9M 0.12%
60,971
+3,650
+6% +$914K
VCIT icon
142
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$17.8M 0.12%
215,558
+41,015
+23% +$3.39M
BMY icon
143
Bristol-Myers Squibb
BMY
$138B
$17.2M 0.12%
298,653
+2,424
+0.8% +$139K
APH icon
144
Amphenol
APH
$198B
$16.8M 0.11%
95,495
+5,694
+6% +$821K
PFE icon
145
Pfizer
PFE
$160B
$16.8M 0.11%
697,936
+107,409
+18% +$2.81M
ADI icon
146
Analog Devices
ADI
$181B
$16.7M 0.11%
42,046
+889
+2% +$352K
BNY
147
Bank of New York Mellon
BNY
$111B
$16.7M 0.11%
115,379
+3,968
+4% +$543K
SCHW
148
Charles Schwab
SCHW
$187B
$16.7M 0.11%
180,572
-4,831
-3% -$441K
ENB icon
149
Enbridge
ENB
$109B
$16.6M 0.11%
305,868
-1,664
-0.5% -$91.3K
EMR icon
150
Emerson Electric
EMR
$88.4B
$16.4M 0.11%
114,723
+2,327
+2% +$328K
4 5
6
7 8

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Pinnacle Financial Partners (Georgia)'s Q2 2026 Portfolio in Review

As of Q2 2026, Pinnacle Financial Partners (Georgia) held 1,160 positions worth $14.7B, up 12% from $13.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Pinnacle Financial Partners (Georgia)'s Q2 2026 filing shows 84 new, 507 increased, 447 reduced and 32 closed positions. Its largest new stake was Honeywell Aerospace: 57,188 shares worth $12.6M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $56.3M.

By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 43% a quarter earlier, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q2 2026 buy was Honeywell Aerospace: 57,188 shares worth $12.6M.
  • Pinnacle Financial Partners (Georgia) added most to iShares MSCI ACWI ETF in Q2 2026, an estimated $30.2M increase.
  • Pinnacle Financial Partners (Georgia)'s biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $56.3M.
  • Pinnacle Financial Partners (Georgia) fully exited Campbell Soup in Q2 2026, selling an estimated $3.23M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 32% of its $14.7B portfolio in Q2 2026.
  • Pinnacle Financial Partners (Georgia) opened 84 new positions and closed 32 in Q2 2026.
  • Pinnacle Financial Partners (Georgia)'s portfolio value rose 12% quarter-over-quarter to $14.7B.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.