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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
DFUV icon
276
Dimensional US Marketwide Value ETF
DFUV
$15.8B
$911K 0.02%
20,396
– –
VGT icon
277
Vanguard Information Technology ETF
VGT
$149B
$911K 0.02%
9,760
+7,328
+301% +$640K
COF icon
278
Capital One
COF
$134B
$910K 0.02%
4,281
-8,011
-65% -$1.75M
IWV icon
279
iShares Russell 3000 ETF
IWV
$20.3B
$892K 0.02%
2,354
-4,042
-63% -$1.47M
VXUS icon
280
Vanguard Total International Stock ETF
VXUS
$160B
$855K 0.02%
11,635
-13,209
-53% -$938K
VNLA icon
281
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$850K 0.02%
17,249
-19
-0.1% -$934
VGIT icon
282
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$847K 0.02%
14,102
-14,002
-50% -$836K
FLOT icon
283
iShares Floating Rate Bond ETF
FLOT
$10.3B
$825K 0.02%
16,159
-714
-4% -$36.4K
PNC icon
284
PNC Financial Services
PNC
$101B
$816K 0.02%
4,062
-677
-14% -$134K
SMBK icon
285
SmartFinancial
SMBK
$888M
$778K 0.02%
21,763
– –
ENB icon
286
Enbridge
ENB
$112B
$774K 0.02%
15,335
-97,751
-86% -$4.6M
PSX icon
287
Phillips 66
PSX
$81.4B
$768K 0.02%
5,648
-1,175
-17% -$151K
STZ icon
288
Constellation Brands
STZ
$23.2B
$762K 0.02%
5,655
-956
-14% -$152K
ISPY icon
289
ProShares S&P 500 High Income ETF
ISPY
$1.27B
$761K 0.02%
16,870
+13
+0.1% +$566
CWB icon
290
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.69B
$757K 0.02%
8,365
+1,303
+18% +$112K
MGC icon
291
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$754K 0.02%
3,089
+42
+1% +$9.82K
NKE icon
292
Nike
NKE
$61.9B
$730K 0.02%
10,463
-239,967
-96% -$17.9M
IJK icon
293
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$729K 0.02%
7,606
-1,754
-19% -$165K
YUM icon
294
Yum! Brands
YUM
$41.1B
$715K 0.02%
4,704
+9
+0.2% +$1.32K
APOC
295
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.1M
$709K 0.02%
27,369
+708
+3% +$18.2K
CLX icon
296
Clorox
CLX
$12.7B
$708K 0.02%
5,741
-120
-2% -$14.9K
HYG icon
297
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$706K 0.02%
8,690
+1,285
+17% +$104K
SLYG icon
298
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$705K 0.02%
7,471
-15,790
-68% -$1.45M
OBDC icon
299
Blue Owl Capital
OBDC
$5.74B
$696K 0.02%
54,501
– –
APH icon
300
Amphenol
APH
$209B
$690K 0.02%
5,574
-1,229
-18% -$135K
10 11
12
13 14

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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.