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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
151
Pfizer
PFE
$160B
$14.2M 0.11%
+570,231
New +$14.4M
BIV icon
152
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$14.1M 0.11%
+181,472
New +$14.2M
DE icon
153
Deere & Co
DE
$168B
$14.1M 0.11%
+30,205
New +$14.2M
APO icon
154
Apollo Global Management
APO
$79.1B
$14M 0.11%
+96,947
New +$12.9M
BMO icon
155
Bank of Montreal
BMO
$120B
$13.9M 0.11%
+107,173
New +$13.6M
CTAS icon
156
Cintas
CTAS
$81.4B
$13.8M 0.1%
+73,339
New +$13.8M
MRVL icon
157
Marvell Technology
MRVL
$219B
$13.6M 0.1%
+160,356
New +$14M
TLH icon
158
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$13.4M 0.1%
+132,188
New +$13.6M
EFG icon
159
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$13.4M 0.1%
+117,768
New +$13.5M
BX icon
160
Blackstone
BX
$108B
$13.4M 0.1%
+86,904
New +$13.2M
DRI icon
161
Darden Restaurants
DRI
$24.3B
$13.4M 0.1%
+72,745
New +$13.3M
MDLZ icon
162
Mondelez International
MDLZ
$80.1B
$13.3M 0.1%
+246,366
New +$14.2M
IVW icon
163
iShares S&P 500 Growth ETF
IVW
$77B
$13.2M 0.1%
+107,103
New +$13.1M
LOW icon
164
Lowe's Companies
LOW
$117B
$13M 0.1%
+53,806
New +$12.9M
TMUS icon
165
T-Mobile US
TMUS
$190B
$13M 0.1%
+63,902
New +$13.5M
IVE icon
166
iShares S&P 500 Value ETF
IVE
$50.2B
$12.8M 0.1%
+60,471
New +$12.7M
LQD icon
167
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$12.8M 0.1%
+116,254
New +$12.9M
IWO icon
168
iShares Russell 2000 Growth ETF
IWO
$15.1B
$12.7M 0.1%
+39,175
New +$12.7M
WINN icon
169
Harbor Long-Term Growers ETF
WINN
$1.19B
$12.7M 0.1%
+406,776
New +$12.8M
IEI icon
170
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$12.5M 0.09%
+105,107
New +$12.6M
CMI icon
171
Cummins
CMI
$78.8B
$12.5M 0.09%
+24,436
New +$11.4M
BSX icon
172
Boston Scientific
BSX
$68.5B
$12.4M 0.09%
+130,182
New +$12.8M
BNY
173
Bank of New York Mellon
BNY
$111B
$12.4M 0.09%
+106,789
New +$11.8M
AMD icon
174
Advanced Micro Devices
AMD
$778B
$12.4M 0.09%
+57,761
New +$13M
VCIT icon
175
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$12.1M 0.09%
+144,294
New +$12.1M
5 6
7
8 9

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.