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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
VIGI icon
251
Vanguard International Dividend Appreciation ETF
VIGI
$9.28B
$1.47M 0.03%
16,289
– –
KMB icon
252
Kimberly-Clark
KMB
$36.2B
$1.36M 0.03%
10,574
+217
+2% +$29.4K
SDY icon
253
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$1.36M 0.03%
10,041
-228
-2% -$30.2K
TSM icon
254
TSMC
TSM
$2.23T
$1.32M 0.03%
5,827
+1,919
+49% +$356K
NVO
255
Novo Nordisk
NVO
$203B
$1.31M 0.03%
19,027
+141
+0.7% +$9.59K
IWB icon
256
iShares Russell 1000 ETF
IWB
$50.2B
$1.29M 0.03%
3,813
– –
FTNT icon
257
Fortinet
FTNT
$118B
$1.26M 0.03%
11,904
-66
-0.6% -$6.66K
NOC icon
258
Northrop Grumman
NOC
$82B
$1.25M 0.03%
2,503
-81
-3% -$39.8K
AVDE icon
259
Avantis International Equity ETF
AVDE
$18.8B
$1.23M 0.03%
16,590
– –
DLR icon
260
Digital Realty Trust
DLR
$72.9B
$1.22M 0.03%
6,996
+145
+2% +$23.7K
AIQ icon
261
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$1.2M 0.03%
27,453
+8,694
+46% +$338K
CVS icon
262
CVS Health
CVS
$121B
$1.19M 0.03%
17,262
-12,977
-43% -$851K
AJG icon
263
Arthur J. Gallagher & Co
AJG
$65.5B
$1.15M 0.02%
3,593
+1,029
+40% +$339K
XLV icon
264
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$1.15M 0.02%
8,508
+1,482
+21% +$200K
SYY icon
265
Sysco
SYY
$40.5B
$1.14M 0.02%
15,115
+420
+3% +$30.5K
ECL icon
266
Ecolab
ECL
$78.1B
$1.14M 0.02%
4,240
+135
+3% +$34.3K
TLH icon
267
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$1.14M 0.02%
11,236
-17,968
-62% -$1.8M
ELV icon
268
Elevance Health
ELV
$86.6B
$1.14M 0.02%
2,927
-5
-0.2% -$2.01K
ACWV icon
269
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.37B
$1.12M 0.02%
9,468
– –
RSG icon
270
Republic Services
RSG
$65.6B
$1.12M 0.02%
4,533
+273
+6% +$67.5K
STZ icon
271
Constellation Brands
STZ
$22.9B
$1.08M 0.02%
6,611
-529
-7% -$94.9K
NSC icon
272
Norfolk Southern
NSC
$75.3B
$1.07M 0.02%
4,199
+144
+4% +$34K
ITW icon
273
Illinois Tool Works
ITW
$83.3B
$1.06M 0.02%
4,286
-418
-9% -$101K
SCHG icon
274
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$1.05M 0.02%
35,902
+12,136
+51% +$321K
COIN icon
275
Coinbase
COIN
$39.3B
$1.02M 0.02%
2,903
+9
+0.3% +$2.1K
9 10
11
12 13

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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.