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PFPT

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
+7.02%
1 Year Est. Return
+16.01%
3 Year Est. Return
+86.03%
5 Year Est. Return
+113.51%
10 Year Est. Return
+281.94%
AUM
$4.18B
AUM Growth
-$577M
Cap. Flow
-$833M
Cap. Flow %
-19.95%
Top 10 Hldgs %
27.5%
Holding
536
New
29
Increased
167
Reduced
232
Closed
77
Avg Time Held
23.8 quarters
Top 10 Avg Time Held
21.7 quarters
Top 20 Avg Time Held
23.8 quarters

Top Buys

Rank Stock Value
1
JFLX icon
JPMorgan Flexible Debt ETF
JFLX
+$38M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.25M
3
JNJ icon
Johnson & Johnson
JNJ
+$4.97M
4
MS icon
Morgan Stanley
MS
+$4.16M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.69M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$66.8M
2
MSFT icon
Microsoft
MSFT
+$64.7M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$60.6M
5
JPM icon
JPMorgan Chase
JPM
+$50.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 34.29%
2 Technology 17.6%
3 Financials 14.26%
4 Healthcare 7.48%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
MSFT icon
1
Microsoft
MSFT
$4.02T
$182M 4.36%
351,187
-126,839
-27% -$64.7M
2013 Q2
49 quarters
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$168M 4.03%
252,836
-68,449
-21% -$43.9M
2013 Q2
49 quarters
AAPL icon
3
Apple
AAPL
$4.98T
$162M 3.87%
634,373
-194,851
-23% -$44M
2013 Q2
49 quarters
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.05T
$143M 3.43%
233,643
-108,898
-32% -$64.2M
2016 Q2
37 quarters
JPM icon
5
JPMorgan Chase
JPM
$889B
$102M 2.45%
324,074
-170,144
-34% -$50.6M
2013 Q2
49 quarters
VUG icon
6
Vanguard Morningstar Growth ETF
VUG
$237B
$85.7M 2.05%
1,072,428
+48,336
+5% +$3.69M
2016 Q2
37 quarters
NVDA icon
7
NVIDIA
NVDA
$5.46T
$83.7M 2%
448,647
-6,233
-1% -$1.09M
2019 Q4
23 quarters
AMZN icon
8
Amazon
AMZN
$2.8T
$80.2M 1.92%
365,319
-295,014
-45% -$66.8M
2013 Q2
49 quarters
V icon
9
Visa
V
$731B
$76.2M 1.83%
223,249
-116,487
-34% -$40.3M
2013 Q2
49 quarters
IWF icon
10
iShares Russell 1000 Growth ETF
IWF
$130B
$65.5M 1.57%
559,764
-153,312
-22% -$17.1M
2014 Q2
45 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.31T
$65.5M 1.57%
269,531
-289,505
-52% -$60.6M
2015 Q4
39 quarters
PNFP icon
12
Pinnacle Financial Partners Inc
PNFP
$14.3B
$62.7M 1.5%
668,091
-5,357
-0.8% -$535K
2013 Q2
49 quarters
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.27T
$56.6M 1.35%
232,202
-46,005
-17% -$9.67M
2013 Q2
49 quarters
AXP icon
14
American Express
AXP
$210B
$54M 1.29%
162,550
-15,177
-9% -$4.83M
2013 Q2
49 quarters
XOM icon
15
ExxonMobil
XOM
$708B
$49.4M 1.18%
437,824
-130,024
-23% -$14.5M
2013 Q2
49 quarters
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$229B
$44.4M 1.06%
741,006
-297,839
-29% -$17.4M
2014 Q2
45 quarters
AGG icon
17
iShares Core US Aggregate Bond ETF
AGG
$137B
$42.5M 1.02%
423,964
+62,957
+17% +$6.25M
2018 Q1
30 quarters
HCA icon
18
HCA Healthcare
HCA
$99.3B
$42M 1.01%
98,617
-96,704
-50% -$37.5M
2013 Q2
49 quarters
ABBV icon
19
AbbVie
ABBV
$497B
$42M 1%
181,236
+9,680
+6% +$1.97M
2013 Q2
49 quarters
JNJ icon
20
Johnson & Johnson
JNJ
$636B
$38.9M 0.93%
209,915
+28,997
+16% +$4.97M
2013 Q2
49 quarters
BRK.A icon
21
Berkshire Hathaway Class A
BRK.A
$1.11T
$38.5M 0.92%
51
-1
-2% -$727K
2016 Q1
38 quarters
JFLX icon
22
JPMorgan Flexible Debt ETF
JFLX
$1.52B
$38M 0.91%
+757,259
New +$38M
2025 Q3
0 quarters
COST icon
23
Costco
COST
$425B
$37.5M 0.9%
40,478
-4,953
-11% -$4.75M
2013 Q2
49 quarters
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.5B
$36.3M 0.87%
388,786
+2,107
+0.5% +$192K
2013 Q2
49 quarters
HD icon
25
Home Depot
HD
$290B
$35.1M 0.84%
86,625
-1,771
-2% -$696K
2013 Q2
49 quarters
1
2 3 4 5

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Pinnacle Financial Partners (Tennessee)'s Q3 2025 Portfolio in Review

As of Q3 2025, Pinnacle Financial Partners (Tennessee) held 536 positions worth $4.18B, down 12% from $4.75B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Pinnacle Financial Partners (Tennessee) withdrew a net $833M in Q3 2025, closing 77 positions and reducing 232 holdings. Its most notable exit was Hershey, an estimated $759K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, up from 32% a quarter earlier, followed by Technology and Financials.

Against the trend, Pinnacle Financial Partners (Tennessee) opened a new position in JPMorgan Flexible Debt ETF worth $38M.

  • Pinnacle Financial Partners (Tennessee)'s largest Q3 2025 buy was JPMorgan Flexible Debt ETF: 757,259 shares worth $38M.
  • Pinnacle Financial Partners (Tennessee) added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $6.25M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q3 2025 reduction was Amazon, cutting an estimated $66.8M.
  • Pinnacle Financial Partners (Tennessee) fully exited Hershey in Q3 2025, selling an estimated $759K.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 28% of its $4.18B portfolio in Q3 2025.
  • Pinnacle Financial Partners (Tennessee) opened 29 new positions and closed 77 in Q3 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value fell 12% quarter-over-quarter to $4.18B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.