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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
EMR icon
151
Emerson Electric
EMR
$88.1B
$14.7M 0.11%
112,396
+4,607
+4% +$662K
VCIT icon
152
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$14.4M 0.11%
174,543
+30,249
+21% +$2.53M
BMO icon
153
Bank of Montreal
BMO
$120B
$14.3M 0.11%
105,598
-1,575
-1% -$219K
BIV icon
154
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$14.3M 0.11%
184,814
+3,342
+2% +$260K
DRI icon
155
Darden Restaurants
DRI
$24.4B
$14.2M 0.11%
72,295
-450
-0.6% -$92.5K
GD icon
156
General Dynamics
GD
$103B
$14.1M 0.11%
40,973
-3,100
-7% -$1.1M
MDLZ icon
157
Mondelez International
MDLZ
$80.2B
$14M 0.11%
243,644
-2,722
-1% -$158K
TBIL
158
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
$13.9M 0.11%
277,897
+76,917
+38% +$3.84M
TDG icon
159
TransDigm Group
TDG
$65.9B
$13.7M 0.11%
11,862
+4
+0% +$5.24K
EFG icon
160
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$13.7M 0.1%
122,668
+4,900
+4% +$576K
TMUS icon
161
T-Mobile US
TMUS
$191B
$13.6M 0.1%
64,884
+982
+2% +$202K
EOG icon
162
EOG Resources
EOG
$75.3B
$13.5M 0.1%
93,407
-15,664
-14% -$1.9M
CMI icon
163
Cummins
CMI
$78.7B
$13.4M 0.1%
24,914
+478
+2% +$271K
TSLA icon
164
Tesla
TSLA
$1.39T
$13.3M 0.1%
35,682
+144
+0.4% +$59.3K
BNY
165
Bank of New York Mellon
BNY
$111B
$13.2M 0.1%
111,411
+4,622
+4% +$550K
FAST icon
166
Fastenal
FAST
$58.6B
$13.1M 0.1%
283,243
+10,987
+4% +$493K
ADI icon
167
Analog Devices
ADI
$181B
$13.1M 0.1%
41,157
+3,402
+9% +$1.08M
LOW icon
168
Lowe's Companies
LOW
$117B
$13M 0.1%
54,927
+1,121
+2% +$292K
XLE icon
169
State Street Energy Select Sector SPDR ETF
XLE
$40.5B
$13M 0.1%
211,367
+13,528
+7% +$726K
SPTS icon
170
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$12.9M 0.1%
442,123
+151,011
+52% +$4.42M
LQD icon
171
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$12.9M 0.1%
118,308
+2,054
+2% +$226K
IVE icon
172
iShares S&P 500 Value ETF
IVE
$50.2B
$12.9M 0.1%
60,926
+455
+0.8% +$98.5K
CTAS icon
173
Cintas
CTAS
$81.5B
$12.7M 0.1%
75,237
+1,898
+3% +$364K
LHX icon
174
L3Harris
LHX
$48.7B
$12.5M 0.1%
36,348
-124
-0.3% -$43.3K
IJS icon
175
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
$12.4M 0.09%
104,318
+851
+0.8% +$103K
5 6
7
8 9

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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.