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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
IBIT icon
276
iShares Bitcoin Trust
IBIT
$47.2B
$1M 0.02%
16,342
+412
+3% +$23.1K
VONE icon
277
Vanguard Russell 1000 ETF
VONE
$8.68B
$993K 0.02%
3,535
-366
-9% -$95.1K
VOE icon
278
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$958K 0.02%
5,824
+1,915
+49% +$303K
MPC icon
279
Marathon Petroleum
MPC
$97.8B
$947K 0.02%
5,699
-722
-11% -$108K
AMD icon
280
Advanced Micro Devices
AMD
$788B
$922K 0.02%
6,498
+737
+13% +$80.2K
GEV icon
281
GE Vernova
GEV
$277B
$916K 0.02%
1,732
+534
+45% +$222K
PNC icon
282
PNC Financial Services
PNC
$102B
$883K 0.02%
4,739
+289
+6% +$48.9K
DFUV icon
283
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$862K 0.02%
20,396
– –
FLOT icon
284
iShares Floating Rate Bond ETF
FLOT
$10.5B
$861K 0.02%
16,873
-3,714
-18% -$189K
IJK icon
285
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$852K 0.02%
9,360
-1,714
-15% -$147K
VNLA icon
286
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$850K 0.02%
17,268
-13
-0.1% -$637
LNC icon
287
Lincoln National
LNC
$8.44B
$842K 0.02%
24,327
-40
-0.2% -$1.31K
SBUX icon
288
Starbucks
SBUX
$124B
$829K 0.02%
9,043
-1,783
-16% -$155K
PSX icon
289
Phillips 66
PSX
$90B
$814K 0.02%
6,823
+518
+8% +$58K
OBDC icon
290
Blue Owl Capital
OBDC
$5.75B
$782K 0.02%
54,501
– –
SLV icon
291
iShares Silver Trust
SLV
$31.8B
$781K 0.02%
23,799
+363
+2% +$11.1K
IWO icon
292
iShares Russell 2000 Growth ETF
IWO
$15B
$776K 0.02%
2,715
+188
+7% +$49.5K
CSX icon
293
CSX Corp
CSX
$92.8B
$770K 0.02%
23,587
-347
-1% -$10.4K
HSY icon
294
Hershey
HSY
$37B
$759K 0.02%
4,574
+1
+0% +$165
SMBK icon
295
SmartFinancial
SMBK
$898M
$735K 0.02%
21,763
– –
ISPY icon
296
ProShares S&P 500 High Income ETF
ISPY
$1.26B
$715K 0.02%
+16,857
New +$675K
CLX icon
297
Clorox
CLX
$12.8B
$704K 0.01%
5,861
-25
-0.4% -$3.33K
SCHF icon
298
Schwab International Equity ETF
SCHF
$69.1B
$701K 0.01%
31,719
-82,292
-72% -$1.71M
YUM icon
299
Yum! Brands
YUM
$41B
$696K 0.01%
4,695
-2
-0% -$292
MGC icon
300
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$685K 0.01%
3,047
– –
10 11
12
13 14

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SIG
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WKKFT
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LNWWM
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TAM
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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.