We are live on ! Find out more
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
ACN icon
201
Accenture
ACN
$116B
$10.5M 0.08%
53,135
+15,795
+42% +$3.68M
TXN icon
202
Texas Instruments
TXN
$244B
$10.2M 0.08%
52,545
-1,582
-3% -$320K
CAH icon
203
Cardinal Health
CAH
$54.6B
$10.2M 0.08%
48,264
+900
+2% +$194K
BX icon
204
Blackstone
BX
$109B
$10.1M 0.08%
88,147
+1,243
+1% +$162K
EEM icon
205
iShares MSCI Emerging Markets ETF
EEM
$31.4B
$10.1M 0.08%
178,030
+29,473
+20% +$1.73M
CPRT icon
206
Copart
CPRT
$30.4B
$10.1M 0.08%
304,078
-118,600
-28% -$4.46M
ICSH icon
207
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.59B
$10M 0.08%
198,485
+5,297
+3% +$268K
VBR icon
208
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$10M 0.08%
46,147
-7,340
-14% -$1.64M
MDT icon
209
Medtronic
MDT
$117B
$9.86M 0.08%
113,724
+36,934
+48% +$3.54M
BSX icon
210
Boston Scientific
BSX
$68.6B
$9.81M 0.08%
156,289
+26,107
+20% +$2.09M
AVDE icon
211
Avantis International Equity ETF
AVDE
$19.1B
$9.8M 0.08%
115,504
+1,594
+1% +$139K
WFC icon
212
Wells Fargo
WFC
$257B
$9.62M 0.07%
120,878
+5,081
+4% +$436K
IDV icon
213
iShares International Select Dividend ETF
IDV
$8.61B
$9.56M 0.07%
224,599
+91,583
+69% +$3.85M
ISRG icon
214
Intuitive Surgical
ISRG
$130B
$9.53M 0.07%
20,665
-320
-2% -$162K
ZTS icon
215
Zoetis
ZTS
$31.3B
$9.52M 0.07%
80,546
+2,475
+3% +$306K
SCHD icon
216
Schwab US Dividend Equity ETF
SCHD
$111B
$9.49M 0.07%
309,336
+27,714
+10% +$841K
BIL icon
217
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$9.3M 0.07%
101,483
+1,388
+1% +$127K
GLDM icon
218
SPDR Gold MiniShares Trust
GLDM
$32B
$9.19M 0.07%
99,139
-712
-0.7% -$68.7K
PFF icon
219
iShares Preferred and Income Securities ETF
PFF
$13.1B
$9.13M 0.07%
301,206
+4,128
+1% +$129K
AZN icon
220
AstraZeneca
AZN
$256B
$9.12M 0.07%
46,263
+4,367
+10% +$842K
VONG icon
221
Vanguard Russell 1000 Growth ETF
VONG
$45.5B
$9.01M 0.07%
82,117
-531
-0.6% -$62K
MMM icon
222
3M
MMM
$92.2B
$8.98M 0.07%
61,810
-1,293
-2% -$206K
VRSN icon
223
VeriSign
VRSN
$26.8B
$8.86M 0.07%
35,694
-12
-0% -$2.86K
AVLV icon
224
Avantis US Large Cap Value ETF
AVLV
$19B
$8.81M 0.07%
109,299
+5,470
+5% +$444K
VRTX icon
225
Vertex Pharmaceuticals
VRTX
$139B
$8.59M 0.07%
19,226
+638
+3% +$297K
7 8
9
10 11

Similar funds

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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.