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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
DEO icon
326
Diageo
DEO
$52.2B
$533K 0.01%
5,285
-365
-6% -$39.6K
IYW icon
327
iShares US Technology ETF
IYW
$25.4B
$532K 0.01%
3,069
+264
+9% +$40K
XHB icon
328
State Street SPDR S&P Homebuilders ETF
XHB
$1.58B
$529K 0.01%
5,370
-5,144
-49% -$489K
ROP icon
329
Roper Technologies
ROP
$39.1B
$525K 0.01%
926
+25
+3% +$14.1K
GSLC icon
330
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$523K 0.01%
4,308
+120
+3% +$13.5K
BP icon
331
BP
BP
$111B
$520K 0.01%
17,365
-65
-0.4% -$1.91K
XLB icon
332
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$508K 0.01%
11,578
+76
+0.7% +$3.22K
EYLD icon
333
Cambria Emerging Shareholder Yield ETF
EYLD
$891M
$506K 0.01%
14,007
– –
BA icon
334
Boeing
BA
$183B
$502K 0.01%
2,395
+117
+5% +$22.1K
D icon
335
Dominion Energy
D
$59.8B
$493K 0.01%
8,719
-245
-3% -$13.4K
TIP icon
336
iShares TIPS Bond ETF
TIP
$14.7B
$492K 0.01%
4,472
+55
+1% +$6K
FITB
337
Fifth Third Bancorp
FITB
$52.6B
$490K 0.01%
11,925
+2,889
+32% +$108K
LNT icon
338
Alliant Energy
LNT
$18.2B
$488K 0.01%
8,070
+1,311
+19% +$80.2K
TFLO icon
339
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$488K 0.01%
9,632
-187
-2% -$9.46K
DOW icon
340
Dow Inc
DOW
$22.1B
$482K 0.01%
18,188
-23,511
-56% -$684K
ATO icon
341
Atmos Energy
ATO
$28.7B
$476K 0.01%
3,090
+282
+10% +$43.8K
DD icon
342
DuPont de Nemours
DD
$19.5B
$476K 0.01%
5,524
+896
+19% +$74.5K
TRP icon
343
TC Energy
TRP
$66.3B
$474K 0.01%
9,714
-7
-0.1% -$344
TRGP icon
344
Targa Resources
TRGP
$57.6B
$469K 0.01%
2,695
-164
-6% -$27.5K
FLQM icon
345
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.57B
$468K 0.01%
8,615
– –
J icon
346
Jacobs Solutions
J
$17B
$467K 0.01%
3,554
+127
+4% +$15.7K
JAAA icon
347
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$467K 0.01%
9,202
-51,720
-85% -$2.61M
XLG icon
348
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$460K 0.01%
8,825
+300
+4% +$14.3K
KR icon
349
Kroger
KR
$34.3B
$456K 0.01%
6,356
+300
+5% +$20.7K
RNST icon
350
Renasant Corp
RNST
$3.96B
$455K 0.01%
12,675
+11,945
+1,636% +$398K
12 13
14
15 16

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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.