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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
TLT icon
126
iShares 20+ Year Treasury Bond ETF
TLT
$47B
$18.7M 0.14%
215,134
+10,661
+5% +$937K
IJT icon
127
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.16B
$18.4M 0.14%
126,832
+667
+0.5% +$99K
ICE icon
128
Intercontinental Exchange
ICE
$91.2B
$18.4M 0.14%
116,680
+2,076
+2% +$339K
JHSC icon
129
John Hancock Multifactor Small Cap ETF
JHSC
$732M
$18.2M 0.14%
424,936
+3,952
+0.9% +$175K
BMY icon
130
Bristol-Myers Squibb
BMY
$138B
$18M 0.14%
296,229
+4,931
+2% +$287K
JPST icon
131
JPMorgan Ultra-Short Income ETF
JPST
$40.8B
$17.9M 0.14%
354,304
+48,639
+16% +$2.46M
IWN icon
132
iShares Russell 2000 Value ETF
IWN
$14.6B
$17.5M 0.13%
92,497
+96
+0.1% +$18.6K
SCHW
133
Charles Schwab
SCHW
$186B
$17.4M 0.13%
185,403
+19,799
+12% +$1.94M
GLW icon
134
Corning
GLW
$130B
$17M 0.13%
124,689
+3,157
+3% +$381K
DHR icon
135
Danaher
DHR
$153B
$16.9M 0.13%
88,972
-13,814
-13% -$2.94M
NOW icon
136
ServiceNow
NOW
$141B
$16.7M 0.13%
160,080
+750
+0.5% +$88.2K
DE icon
137
Deere & Co
DE
$168B
$16.7M 0.13%
29,662
-543
-2% -$306K
ENB icon
138
Enbridge
ENB
$109B
$16.7M 0.13%
307,532
+3,669
+1% +$187K
PFE icon
139
Pfizer
PFE
$160B
$16.6M 0.13%
590,527
+20,296
+4% +$540K
AMAT icon
140
Applied Materials
AMAT
$376B
$16.5M 0.13%
48,155
+1,186
+3% +$399K
TRV icon
141
Travelers Companies
TRV
$76.8B
$16.4M 0.13%
56,289
-1,604
-3% -$470K
MRVL icon
142
Marvell Technology
MRVL
$219B
$16.4M 0.13%
165,521
+5,165
+3% +$434K
VOT icon
143
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$16.3M 0.12%
63,230
-715
-1% -$196K
JHMM icon
144
John Hancock Multifactor Mid Cap ETF
JHMM
$6.12B
$16.2M 0.12%
241,151
+786
+0.3% +$54K
CM icon
145
Canadian Imperial Bank of Commerce
CM
$104B
$16M 0.12%
168,370
-2,363
-1% -$226K
BND icon
146
Vanguard Total Bond Market
BND
$162B
$15.8M 0.12%
215,097
+19,990
+10% +$1.48M
VEU icon
147
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$15.4M 0.12%
205,295
+55,997
+38% +$4.34M
TSM icon
148
TSMC
TSM
$2.21T
$15M 0.11%
44,331
-2,485
-5% -$855K
AMT icon
149
American Tower
AMT
$81.4B
$14.9M 0.11%
86,460
-851
-1% -$153K
VALQ icon
150
American Century US Quality Value ETF
VALQ
$343M
$14.8M 0.11%
228,169
-1,734
-0.8% -$117K
4 5
6
7 8

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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.