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Pinnacle Financial Partners (Tennessee) Portfolio holdings
AUM
$4.18B
Turnover
19.78%
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
(-12%)
Cap. Flow
-$833M
Cap. Flow
% of AUM
-19.95%
Top 10 Holdings %
Top 10 Hldgs %
27.5%
Holding
536
New
29
Increased
167
Reduced
232
Closed
77
Avg Time Held
6
years
Top 10 Avg Time Held
5.4
years
Top 20 Avg Time Held
5.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Flexible Debt ETF
JFLX
|
+$38M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.25M |
| 3 |
Johnson & Johnson
JNJ
|
+$4.97M |
| 4 |
Morgan Stanley
MS
|
+$4.16M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$66.8M |
| 2 |
Microsoft
MSFT
|
+$64.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$64.2M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$60.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
226
Vanguard Russell 1000 Value ETF
VONV
$22.5B
| $1.66M | 0.04% |
18,544
+132
| +0.7% | +$11.5K |
2020 Q3
20 quarters
|
|
227
Parker-Hannifin
PH
$123B
| $1.65M | 0.04% |
2,172
-1,137
| -34% | -$839K |
2019 Q3
24 quarters
|
|
228
McKesson
MCK
$117B
| $1.62M | 0.04% |
2,092
+1
| +0% | +$704 |
2021 Q1
18 quarters
|
|
229
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
| $1.6M | 0.04% |
19,407
| – | – |
2022 Q3
12 quarters
|
|
230
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $1.6M | 0.04% |
20,262
-1,342
| -6% | -$106K |
2015 Q2
41 quarters
|
|
231
Robert Half
RHI
$3.56B
| $1.56M | 0.04% |
46,008
+355
| +0.8% | +$13.3K |
2017 Q2
33 quarters
|
|
232
Kinder Morgan
KMI
$74.4B
| $1.53M | 0.04% |
54,158
-6,962
| -11% | -$191K |
2017 Q2
33 quarters
|
|
233
Texas Instruments
TXN
$255B
| $1.51M | 0.04% |
8,200
-318
| -4% | -$62.2K |
2014 Q4
43 quarters
|
|
234
Vanguard International Dividend Appreciation ETF
VIGI
$9.14B
| $1.43M | 0.03% |
15,983
-306
| -2% | -$27.3K |
2019 Q3
24 quarters
|
|
235
iShares Gold Trust
IAU
$62B
| $1.42M | 0.03% |
19,555
-5,878
| -23% | -$383K |
2017 Q4
31 quarters
|
|
236
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
| $1.42M | 0.03% |
28,652
+1,199
| +4% | +$54.6K |
2025 Q1
2 quarters
|
|
237
General Mills
GIS
$17.7B
| $1.4M | 0.03% |
27,695
-705
| -2% | -$35.3K |
2016 Q1
38 quarters
|
|
238
iShares Russell 1000 ETF
IWB
$49.2B
| $1.39M | 0.03% |
3,813
| – | – |
2023 Q4
7 quarters
|
|
239
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
| $1.37M | 0.03% |
12,393
-13,080
| -51% | -$1.44M |
2019 Q3
24 quarters
|
|
240
Accenture
ACN
$139B
| $1.35M | 0.03% |
5,460
-535
| -9% | -$140K |
2015 Q4
39 quarters
|
|
241
US Bancorp
USB
$91.7B
| $1.34M | 0.03% |
27,673
-84,283
| -75% | -$3.99M |
2015 Q4
39 quarters
|
|
242
ConocoPhillips
COP
$173B
| $1.34M | 0.03% |
14,123
-4,097
| -22% | -$387K |
2013 Q2
49 quarters
|
|
243
Avantis International Equity ETF
AVDE
$19.3B
| $1.33M | 0.03% |
16,903
+313
| +2% | +$23.8K |
2024 Q3
4 quarters
|
|
244
Norfolk Southern
NSC
$73.7B
| $1.33M | 0.03% |
4,421
+222
| +5% | +$61.7K |
2014 Q2
45 quarters
|
|
245
Sysco
SYY
$40.7B
| $1.31M | 0.03% |
15,863
+748
| +5% | +$59.8K |
2014 Q1
46 quarters
|
|
246
Kimberly-Clark
KMB
$35.1B
| $1.29M | 0.03% |
10,414
-160
| -2% | -$20.7K |
2014 Q4
43 quarters
|
|
247
Paychex
PAYX
$39.7B
| $1.29M | 0.03% |
10,206
-17
| -0.2% | -$2.36K |
2014 Q1
46 quarters
|
|
248
Ecolab
ECL
$82.4B
| $1.22M | 0.03% |
4,465
+225
| +5% | +$61.1K |
2014 Q4
43 quarters
|
|
249
Advanced Micro Devices
AMD
$884B
| $1.2M | 0.03% |
7,407
+909
| +14% | +$147K |
2021 Q4
15 quarters
|
|
250
State Street SPDR S&P Dividend ETF
SDY
$21.6B
| $1.19M | 0.03% |
8,491
-1,550
| -15% | -$216K |
2016 Q2
37 quarters
|
|
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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.