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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
TBIL
201
F/m US Treasury 3 Month Bill Fund
TBIL
$7.22B
$10M 0.08%
+200,980
New +$10M
ACN icon
202
Accenture
ACN
$116B
$10M 0.08%
+37,340
New +$9.49M
GE icon
203
GE Aerospace
GE
$360B
$9.9M 0.07%
+32,132
New +$9.68M
GIS icon
204
General Mills
GIS
$21.6B
$9.89M 0.07%
+212,758
New +$10.1M
ZTS icon
205
Zoetis
ZTS
$31.1B
$9.82M 0.07%
+78,071
New +$10.2M
ICSH icon
206
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.59B
$9.77M 0.07%
+193,188
New +$9.78M
CAH icon
207
Cardinal Health
CAH
$54.8B
$9.73M 0.07%
+47,364
New +$8.91M
NSC icon
208
Norfolk Southern
NSC
$78.7B
$9.71M 0.07%
+33,628
New +$9.73M
CMCSA icon
209
Comcast
CMCSA
$95.2B
$9.53M 0.07%
+318,671
New +$9.09M
TXN icon
210
Texas Instruments
TXN
$244B
$9.39M 0.07%
+54,127
New +$9.27M
AVDE icon
211
Avantis International Equity ETF
AVDE
$19.1B
$9.38M 0.07%
+113,910
New +$9.14M
ADBE icon
212
Adobe
ADBE
$114B
$9.31M 0.07%
+26,592
New +$9.04M
PFF icon
213
iShares Preferred and Income Securities ETF
PFF
$13.1B
$9.2M 0.07%
+297,078
New +$9.25M
BIL icon
214
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$9.15M 0.07%
+100,095
New +$9.16M
VTV icon
215
Vanguard Morningstar Value ETF
VTV
$193B
$9.12M 0.07%
+47,732
New +$8.98M
QCOM icon
216
Qualcomm
QCOM
$175B
$9M 0.07%
+52,629
New +$9.02M
RBC icon
217
RBC Bearings
RBC
$16B
$8.98M 0.07%
+20,028
New +$8.48M
RF icon
218
Regions Financial
RF
$25.9B
$8.88M 0.07%
+327,815
New +$8.37M
XLE icon
219
State Street Energy Select Sector SPDR ETF
XLE
$40.6B
$8.85M 0.07%
+197,839
New +$8.81M
SONY icon
220
Sony
SONY
$140B
$8.76M 0.07%
+342,289
New +$9.61M
VRSN icon
221
VeriSign
VRSN
$26.9B
$8.67M 0.07%
+35,706
New +$8.97M
VBK icon
222
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$8.66M 0.07%
+28,636
New +$8.64M
KKR icon
223
KKR & Co
KKR
$99.4B
$8.59M 0.06%
+67,380
New +$8.38M
GLDM icon
224
SPDR Gold MiniShares Trust
GLDM
$32B
$8.52M 0.06%
+99,851
New +$8.21M
SPTS icon
225
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$8.52M 0.06%
+291,112
New +$8.53M
7 8
9
10 11

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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.