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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
IWO icon
176
iShares Russell 2000 Growth ETF
IWO
$15.1B
$12.3M 0.09%
39,223
+48
+0.1% +$16K
VCSH icon
177
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$12.3M 0.09%
154,692
+8,008
+5% +$638K
IEI icon
178
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$11.9M 0.09%
100,256
-4,851
-5% -$579K
IVW icon
179
iShares S&P 500 Growth ETF
IVW
$77.1B
$11.8M 0.09%
104,606
-2,497
-2% -$300K
WINN icon
180
Harbor Long-Term Growers ETF
WINN
$1.19B
$11.7M 0.09%
422,301
+15,525
+4% +$460K
AMD icon
181
Advanced Micro Devices
AMD
$771B
$11.7M 0.09%
57,399
-362
-0.6% -$77.3K
BKNG icon
182
Booking.com
BKNG
$154B
$11.7M 0.09%
69,325
+1,275
+2% +$235K
LH icon
183
Labcorp
LH
$27.6B
$11.5M 0.09%
43,060
+666
+2% +$180K
VTV icon
184
Vanguard Morningstar Value ETF
VTV
$193B
$11.3M 0.09%
57,834
+10,102
+21% +$2.02M
APH icon
185
Amphenol
APH
$198B
$11.3M 0.09%
89,801
+2,917
+3% +$411K
GNRC icon
186
Generac Holdings
GNRC
$11.8B
$11.2M 0.09%
57,321
-967
-2% -$186K
KLAC icon
187
KLA
KLAC
$240B
$11.1M 0.09%
75,460
+5,460
+8% +$799K
RBC icon
188
RBC Bearings
RBC
$16B
$11.1M 0.08%
20,360
+332
+2% +$176K
VGT icon
189
Vanguard Information Technology ETF
VGT
$149B
$11M 0.08%
126,088
+3,200
+3% +$295K
KMB icon
190
Kimberly-Clark
KMB
$36.5B
$11M 0.08%
113,637
+30,241
+36% +$3.1M
APO icon
191
Apollo Global Management
APO
$79.5B
$10.9M 0.08%
97,987
+1,040
+1% +$129K
DIS icon
192
Walt Disney
DIS
$185B
$10.9M 0.08%
113,259
+22,950
+25% +$2.43M
VIOO icon
193
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.26B
$10.9M 0.08%
94,978
+897
+1% +$105K
DIA icon
194
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.1B
$10.9M 0.08%
23,534
-226
-1% -$109K
GE icon
195
GE Aerospace
GE
$357B
$10.9M 0.08%
38,303
+6,171
+19% +$1.94M
IGSB icon
196
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$10.9M 0.08%
206,759
-7,316
-3% -$387K
INTU icon
197
Intuit
INTU
$95.4B
$10.9M 0.08%
25,110
+682
+3% +$325K
OMC icon
198
Omnicom Group
OMC
$24.3B
$10.8M 0.08%
143,801
+8,710
+6% +$676K
GDX icon
199
VanEck Gold Miners ETF
GDX
$32.3B
$10.8M 0.08%
117,783
-1,963
-2% -$193K
CASY icon
200
Casey's General Stores
CASY
$28.8B
$10.6M 0.08%
14,601
-457
-3% -$298K
6 7
8
9 10

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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.