We are live on ! Find out more
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
PLTR icon
326
Palantir
PLTR
$413B
$559K 0.01%
+3,064
New +$497K
RDVY icon
327
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$552K 0.01%
8,207
-310
-4% -$20.1K
SLYV icon
328
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.03B
$549K 0.01%
6,194
-16,884
-73% -$1.44M
PRF icon
329
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$544K 0.01%
12,027
-1,560
-11% -$68.2K
TBIL
330
F/m US Treasury 3 Month Bill Fund
TBIL
$7.19B
$538K 0.01%
10,757
– –
ATO icon
331
Atmos Energy
ATO
$28.8B
$530K 0.01%
3,105
+15
+0.5% +$2.42K
DD icon
332
DuPont de Nemours
DD
$19.2B
$527K 0.01%
5,385
-139
-3% -$13.1K
PREF icon
333
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$526K 0.01%
27,460
-2,812
-9% -$53.4K
GSK icon
334
GSK
GSK
$106B
$523K 0.01%
12,111
+667
+6% +$26.1K
EYLD icon
335
Cambria Emerging Shareholder Yield ETF
EYLD
$874M
$521K 0.01%
14,007
– –
FLQM icon
336
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.61B
$499K 0.01%
8,835
+220
+3% +$12.3K
TIP icon
337
iShares TIPS Bond ETF
TIP
$14.5B
$498K 0.01%
4,478
+6
+0.1% +$663
TFLO icon
338
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
$494K 0.01%
9,770
+138
+1% +$6.97K
XLI icon
339
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$491K 0.01%
3,182
+801
+34% +$121K
J icon
340
Jacobs Solutions
J
$17B
$474K 0.01%
3,165
-389
-11% -$55.9K
XEL icon
341
Xcel Energy
XEL
$48.8B
$472K 0.01%
5,856
+493
+9% +$35.7K
DEO icon
342
Diageo
DEO
$53.6B
$469K 0.01%
4,910
-375
-7% -$39.4K
ARE icon
343
Alexandria Real Estate Equities
ARE
$8.56B
$462K 0.01%
5,544
+74
+1% +$5.93K
TEL icon
344
TE Connectivity
TEL
$62.6B
$454K 0.01%
2,069
+573
+38% +$115K
MPLX icon
345
MPLX
MPLX
$59.7B
$450K 0.01%
+9,000
New +$457K
ORLY icon
346
O'Reilly Automotive
ORLY
$76.3B
$448K 0.01%
4,158
+249
+6% +$25K
D icon
347
Dominion Energy
D
$59.3B
$448K 0.01%
7,324
-1,395
-16% -$82.9K
AZN icon
348
AstraZeneca
AZN
$250B
$443K 0.01%
2,886
+826
+40% +$125K
RNST icon
349
Renasant Corp
RNST
$3.91B
$441K 0.01%
11,945
-730
-6% -$27.6K
XLG icon
350
Invesco S&P 500 Top 50 ETF
XLG
$11B
$436K 0.01%
7,576
-1,249
-14% -$68.3K
12 13
14
15 16

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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.