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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

Top Buys

Rank Stock Value
1
JFLX
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 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOVT icon
251
iShares US Treasury Bond ETF
GOVT
$43.6B
$1.19M 0.03%
51,356
+39,503
+333% +$906K
DLR icon
252
Digital Realty Trust
DLR
$71.7B
$1.18M 0.03%
6,818
-178
-3% -$30.4K
AJG icon
253
Arthur J. Gallagher & Co
AJG
$63.6B
$1.17M 0.03%
3,777
+184
+5% +$55.5K
SCHG icon
254
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$1.16M 0.03%
36,217
+315
+0.9% +$9.6K
ACWV icon
255
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
$1.14M 0.03%
9,468
– –
IBIT icon
256
iShares Bitcoin Trust
IBIT
$47.8B
$1.13M 0.03%
17,425
+1,083
+7% +$70.4K
GEV icon
257
GE Vernova
GEV
$264B
$1.13M 0.03%
1,833
+101
+6% +$61.2K
MMM icon
258
3M
MMM
$94.3B
$1.12M 0.03%
7,222
-5,816
-45% -$897K
ITW icon
259
Illinois Tool Works
ITW
$84.5B
$1.1M 0.03%
4,237
-49
-1% -$12.8K
NVO
260
Novo Nordisk
NVO
$209B
$1.09M 0.03%
19,721
+694
+4% +$40.6K
NOC icon
261
Northrop Grumman
NOC
$81.2B
$1.07M 0.03%
1,763
-740
-30% -$420K
PGR icon
262
Progressive
PGR
$125B
$1.03M 0.02%
4,175
-1,964
-32% -$484K
VOE icon
263
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
$1.01M 0.02%
5,793
-31
-0.5% -$5.28K
RSG icon
264
Republic Services
RSG
$65.7B
$1.01M 0.02%
4,385
-148
-3% -$34.7K
PFL
265
PIMCO Income Strategy Fund
PFL
$388M
$1M 0.02%
+117,903
New +$995K
VONE icon
266
Vanguard Russell 1000 ETF
VONE
$8.58B
$998K 0.02%
3,301
-234
-7% -$68.2K
FTNT icon
267
Fortinet
FTNT
$117B
$998K 0.02%
11,864
-40
-0.3% -$3.57K
COIN icon
268
Coinbase
COIN
$40.5B
$988K 0.02%
2,928
+25
+0.9% +$8.48K
UPS icon
269
United Parcel Service
UPS
$88.9B
$984K 0.02%
11,779
-8,576
-42% -$777K
LNC icon
270
Lincoln National
LNC
$8.81B
$982K 0.02%
24,348
+21
+0.1% +$812
IWN icon
271
iShares Russell 2000 Value ETF
IWN
$14.6B
$974K 0.02%
5,509
-8,374
-60% -$1.41M
CSX icon
272
CSX Corp
CSX
$93.1B
$941K 0.02%
26,486
+2,899
+12% +$99K
XLV icon
273
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$932K 0.02%
6,697
-1,811
-21% -$245K
CVS icon
274
CVS Health
CVS
$122B
$929K 0.02%
12,318
-4,944
-29% -$339K
SLV icon
275
iShares Silver Trust
SLV
$30.7B
$913K 0.02%
21,560
-2,239
-9% -$80.4K
9 10
11
12 13

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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 Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

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.