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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 Technology 11.84%
2 Financials 10.39%
3 Industrials 8.76%
4 Consumer Staples 6.89%
5 Healthcare 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWD icon
1
iShares Russell 1000 Value ETF
IWD
$84.3B
$694M 5.31%
3,245,825
-17,975
-0.6% -$3.94M
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$125B
$590M 4.52%
5,538,568
+23,680
+0.4% +$2.69M
KO icon
3
Coca-Cola
KO
$388B
$577M 4.42%
7,593,637
-195,428
-3% -$14.8M
GPN icon
4
Global Payments
GPN
$24.6B
$477M 3.65%
7,082,133
-492,407
-7% -$36.3M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$416M 3.18%
638,901
-74,106
-10% -$50.4M
AAPL icon
6
Apple
AAPL
$4.57T
$368M 2.81%
1,449,050
-11,344
-0.8% -$2.95M
PNFP icon
7
Pinnacle Financial Partners Inc
PNFP
$15.4B
$301M 2.3%
3,496,730
+2,808,423
+408% +$261M
MSFT icon
8
Microsoft
MSFT
$3.69T
$267M 2.04%
719,898
+2,926
+0.4% +$1.22M
IWM icon
9
iShares Russell 2000 ETF
IWM
$81.6B
$265M 2.03%
1,069,445
+10,199
+1% +$2.63M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$239B
$254M 1.94%
3,957,635
+117,470
+3% +$7.75M
NVDA icon
11
NVIDIA
NVDA
$5.08T
$237M 1.81%
1,357,806
-17,393
-1% -$3.19M
IWB icon
12
iShares Russell 1000 ETF
IWB
$48.9B
$217M 1.66%
609,704
+16,768
+3% +$6.25M
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.02T
$204M 1.56%
341,435
-4,043
-1% -$2.53M
SO icon
14
Southern Company
SO
$103B
$186M 1.42%
1,923,892
+155,895
+9% +$14.4M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.18T
$182M 1.39%
633,570
+5,035
+0.8% +$1.58M
JPM icon
16
JPMorgan Chase
JPM
$948B
$181M 1.39%
616,866
-3,731
-0.6% -$1.13M
AMZN icon
17
Amazon
AMZN
$2.81T
$154M 1.18%
739,129
-2,493
-0.3% -$549K
XOM icon
18
ExxonMobil
XOM
$650B
$134M 1.03%
790,463
-20,102
-2% -$2.93M
LLY icon
19
Eli Lilly
LLY
$1.06T
$131M 1%
142,018
-937
-0.7% -$950K
AFL icon
20
Aflac
AFL
$58.9B
$126M 0.97%
1,150,524
+52,241
+5% +$5.79M
IWR icon
21
iShares Russell Mid-Cap ETF
IWR
$57.6B
$122M 0.93%
1,253,521
+4,363
+0.3% +$436K
JNJ icon
22
Johnson & Johnson
JNJ
$651B
$108M 0.83%
443,454
+2,961
+0.7% +$690K
GLD icon
23
SPDR Gold Trust
GLD
$153B
$104M 0.79%
241,242
-10,648
-4% -$4.77M
GOOG icon
24
Alphabet (Google) Class C
GOOG
$4.15T
$101M 0.77%
351,134
-10,770
-3% -$3.38M
VUG icon
25
Vanguard Morningstar Growth ETF
VUG
$225B
$96.5M 0.74%
1,325,814
+43,116
+3% +$3.35M
1
2 3 4 5

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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 Technology at 12% of assets, down from 13% a quarter earlier, followed by Financials and Industrials.

  • 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.