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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
APOC
301
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$70.1M
$680K 0.01%
+26,661
New +$673K
APH icon
302
Amphenol
APH
$210B
$672K 0.01%
6,803
+178
+3% +$14.6K
SLB icon
303
SLB Ltd
SLB
$78.1B
$662K 0.01%
19,590
-46,934
-71% -$1.63M
AMP icon
304
Ameriprise Financial
AMP
$49.9B
$654K 0.01%
1,226
+214
+21% +$106K
DFAC icon
305
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$641K 0.01%
17,883
-420
-2% -$14K
SON icon
306
Sonoco
SON
$5.74B
$631K 0.01%
14,489
-375
-3% -$16.8K
DFAS icon
307
Dimensional US Small Cap ETF
DFAS
$15.8B
$621K 0.01%
9,744
+270
+3% +$16.2K
XLP icon
308
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$616K 0.01%
7,607
+1,250
+20% +$101K
TGT icon
309
Target
TGT
$69.9B
$611K 0.01%
6,196
-2,341
-27% -$225K
WPC icon
310
W.P. Carey
WPC
$16.1B
$605K 0.01%
9,691
+21
+0.2% +$1.29K
XLY icon
311
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$601K 0.01%
+5,528
New +$565K
BN icon
312
Brookfield
BN
$110B
$597K 0.01%
14,489
-37,933
-72% -$1.41M
HYG icon
313
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$597K 0.01%
7,405
– –
ADSK icon
314
Autodesk
ADSK
$52.7B
$595K 0.01%
1,922
+26
+1% +$7.38K
CWB icon
315
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.72B
$584K 0.01%
7,062
+155
+2% +$12.2K
IYR icon
316
iShares US Real Estate ETF
IYR
$4.52B
$578K 0.01%
6,096
+18
+0.3% +$1.68K
PRF icon
317
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$574K 0.01%
13,587
-1,205
-8% -$48.1K
PREF icon
318
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$574K 0.01%
30,272
– –
AON icon
319
Aon
AON
$74.7B
$572K 0.01%
1,603
+36
+2% +$13K
ADBE icon
320
Adobe
ADBE
$103B
$566K 0.01%
1,464
-651
-31% -$251K
FDX icon
321
FedEx
FDX
$77.3B
$548K 0.01%
2,413
-4,987
-67% -$1.09M
SCHM icon
322
Schwab US Mid-Cap ETF
SCHM
$15.2B
$548K 0.01%
19,540
+5,734
+42% +$151K
DFAT icon
323
Dimensional US Targeted Value ETF
DFAT
$14.8B
$544K 0.01%
10,079
– –
TBIL
324
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$538K 0.01%
10,757
-40,845
-79% -$2.04M
RDVY icon
325
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
$534K 0.01%
8,517
+350
+4% +$20.6K
11 12
13
14 15

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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.