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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
+8.74%
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
$4.75B
AUM Growth
-$209M
Cap. Flow
-$440M
Cap. Flow %
-9.26%
Top 10 Hldgs %
30.69%
Holding
559
New
36
Increased
186
Reduced
211
Closed
52

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.8M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.72M
3
NFLX icon
Netflix
NFLX
+$9.41M
4
BNY
Bank of New York Mellon
BNY
+$7.68M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$7.13M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$44.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$41.8M
3
MSFT icon
Microsoft
MSFT
+$39M
4
UNH icon
UnitedHealth
UNH
+$33.2M
5
V icon
Visa
V
+$31.5M

Sector Composition

Rank Sector Weight
1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOT icon
226
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20.3B
$1.98M 0.04%
6,975
+1,035
+17% +$267K
COWZ icon
227
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$1.97M 0.04%
35,704
-115,743
-76% -$6.13M
RHI icon
228
Robert Half
RHI
$4.45B
$1.87M 0.04%
45,653
-25
-0.1% -$1.14K
SLYV icon
229
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.11B
$1.84M 0.04%
23,078
-28,242
-55% -$2.14M
GE icon
230
GE Aerospace
GE
$375B
$1.83M 0.04%
7,115
-82
-1% -$18K
FNDF icon
231
Schwab Fundamental International Large Company Index ETF
FNDF
$25.8B
$1.82M 0.04%
45,410
+35,415
+354% +$1.34M
KMI icon
232
Kinder Morgan
KMI
$71.8B
$1.8M 0.04%
61,120
-3,617
-6% -$99.3K
ACN icon
233
Accenture
ACN
$109B
$1.79M 0.04%
5,995
-673
-10% -$205K
GS icon
234
Goldman Sachs
GS
$305B
$1.79M 0.04%
2,530
-2,037
-45% -$1.18M
TXN icon
235
Texas Instruments
TXN
$251B
$1.77M 0.04%
8,518
-2,699
-24% -$479K
VXUS icon
236
Vanguard Total International Stock ETF
VXUS
$164B
$1.72M 0.04%
24,844
+1,052
+4% +$68.3K
BSV icon
237
Vanguard Short-Term Bond ETF
BSV
$45.7B
$1.7M 0.04%
21,604
-3,653
-14% -$286K
VGIT icon
238
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$1.68M 0.04%
28,104
-85,064
-75% -$5.04M
NHC icon
239
National Healthcare
NHC
$3.47B
$1.67M 0.04%
15,597
– –
PGR icon
240
Progressive
PGR
$122B
$1.64M 0.03%
6,139
+446
+8% +$122K
COP icon
241
ConocoPhillips
COP
$150B
$1.64M 0.03%
18,220
+1,081
+6% +$97.3K
IAU icon
242
iShares Gold Trust
IAU
$64.5B
$1.59M 0.03%
25,433
-25,889
-50% -$1.6M
VONV icon
243
Vanguard Russell 1000 Value ETF
VONV
$22B
$1.57M 0.03%
18,412
+4,706
+34% +$383K
EPD icon
244
Enterprise Products Partners
EPD
$82.2B
$1.56M 0.03%
50,336
+4,197
+9% +$131K
MUB icon
245
iShares National Muni Bond ETF
MUB
$46B
$1.55M 0.03%
14,839
-1,687
-10% -$175K
ITOT icon
246
iShares Core S&P Total US Stock Market ETF
ITOT
$98.6B
$1.55M 0.03%
11,464
-29,986
-72% -$3.74M
MCK icon
247
McKesson
MCK
$100B
$1.53M 0.03%
2,091
-8
-0.4% -$5.65K
IXUS icon
248
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$1.5M 0.03%
19,407
-26,504
-58% -$1.94M
PAYX icon
249
Paychex
PAYX
$44.4B
$1.49M 0.03%
10,223
+392
+4% +$59K
GIS icon
250
General Mills
GIS
$20.8B
$1.47M 0.03%
28,400
-20
-0.1% -$1.1K
8 9
10
11 12

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Pinnacle Financial Partners (Tennessee)'s Q2 2025 Portfolio in Review

As of Q2 2025, Pinnacle Financial Partners (Tennessee) held 559 positions worth $4.75B, down 4.2% from $4.96B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Pinnacle Financial Partners (Tennessee) withdrew a net $440M in Q2 2025, closing 52 positions and reducing 211 holdings. Its most notable exit was iShares 10+ Year Investment Grade Corporate Bond ETF, an estimated $1.75M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Pinnacle Financial Partners (Tennessee) opened a new position in Bank of New York Mellon worth $8.24M.

  • Pinnacle Financial Partners (Tennessee)'s largest Q2 2025 buy was Bank of New York Mellon: 90,425 shares worth $8.24M.
  • Pinnacle Financial Partners (Tennessee) added most to iShares Core US Aggregate Bond ETF in Q2 2025, an estimated $12.8M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q2 2025 reduction was Amazon, cutting an estimated $44.5M.
  • Pinnacle Financial Partners (Tennessee) fully exited iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.75M.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 31% of its $4.75B portfolio in Q2 2025.
  • Pinnacle Financial Partners (Tennessee) opened 36 new positions and closed 52 in Q2 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value fell 4.2% quarter-over-quarter to $4.75B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.