We are live on ! Find out more
Pinnacle Financial Partners (Tennessee)

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B Turnover 19.78%
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
Avg Time Held
6 years
Top 10 Avg Time Held
5.4 years
Top 20 Avg Time Held
5.9 years

Top Buys

Rank Stock Value
1
JFLX icon
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 Miscellaneous 34.29%
2 Technology 17.6%
3 Financials 14.26%
4 Healthcare 7.48%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
FIX icon
351
Comfort Systems
FIX
$52.1B
$434K 0.01%
526
-49
-9% -$33.2K
2024 Q1
6 quarters
QQQM icon
352
Invesco NASDAQ 100 ETF
QQQM
$109B
$433K 0.01%
+1,754
New +$413K
2025 Q3
0 quarters
KR icon
353
Kroger
KR
$37B
$423K 0.01%
6,269
-87
-1% -$6.06K
2024 Q1
6 quarters
STRL icon
354
Sterling Infrastructure
STRL
$13.7B
$422K 0.01%
1,243
-162
-12% -$46K
2024 Q1
6 quarters
MC icon
355
Moelis & Co
MC
$4.1B
$421K 0.01%
5,906
+41
+0.7% +$2.93K
2025 Q1
2 quarters
HUBB icon
356
Hubbell
HUBB
$24.6B
$417K 0.01%
969
+93
+11% +$40K
2025 Q2
1 quarter
MET icon
357
MetLife
MET
$63.7B
$415K 0.01%
5,035
-81
-2% -$6.37K
2025 Q1
2 quarters
MCHP icon
358
Microchip Technology
MCHP
$40.3B
$413K 0.01%
6,438
+202
+3% +$13.7K
2014 Q1
46 quarters
XLB icon
359
State Street Materials Select Sector SPDR ETF
XLB
$7.99B
$413K 0.01%
9,220
-2,358
-20% -$107K
2020 Q2
21 quarters
INTC icon
360
Intel
INTC
$504B
$409K 0.01%
12,200
-4,093
-25% -$99.2K
2013 Q2
49 quarters
CDNS icon
361
Cadence Design Systems
CDNS
$89.3B
$406K 0.01%
1,157
+189
+20% +$65K
2024 Q1
6 quarters
CTVA icon
362
Corteva
CTVA
$8.59B
$402K 0.01%
5,942
+21
+0.4% +$1.52K
2024 Q2
5 quarters
SLB icon
363
SLB Ltd
SLB
$71.8B
$401K 0.01%
11,664
-7,926
-40% -$276K
2013 Q2
49 quarters
USIG icon
364
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.7B
$395K 0.01%
+7,558
New +$390K
2025 Q3
0 quarters
ET icon
365
Energy Transfer Partners
ET
$68.5B
$392K 0.01%
22,831
+6,000
+36% +$105K
2018 Q4
27 quarters
COOP icon
366
DELISTED
Mr. Cooper
COOP
$391K 0.01%
1,854
-187
-9% -$34.4K
2025 Q1
2 quarters
SON icon
367
Sonoco
SON
$4.91B
$388K 0.01%
9,015
-5,474
-38% -$253K
2017 Q2
33 quarters
DFIV icon
368
Dimensional International Value ETF
DFIV
$21.8B
$384K 0.01%
8,335
– –
2023 Q4
7 quarters
ANET icon
369
Arista Networks
ANET
$234B
$379K 0.01%
2,602
+615
+31% +$79.2K
2025 Q2
1 quarter
SUSA icon
370
iShares ESG Optimized MSCI USA ETF
SUSA
$4.1B
$378K 0.01%
2,787
+887
+47% +$116K
2023 Q4
7 quarters
CLS icon
371
Celestica
CLS
$39.8B
$376K 0.01%
1,527
-200
-12% -$40.3K
2025 Q2
1 quarter
QLTA icon
372
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.18B
$376K 0.01%
7,753
– –
2023 Q3
8 quarters
TSCO icon
373
Tractor Supply
TSCO
$17.4B
$371K 0.01%
6,522
+24
+0.4% +$1.41K
2022 Q4
11 quarters
AGI icon
374
Alamos Gold
AGI
$13.4B
$365K 0.01%
10,475
-269
-3% -$7.69K
2024 Q2
5 quarters
UBER icon
375
Uber
UBER
$146B
$354K 0.01%
+3,609
New +$338K
2025 Q3
0 quarters
13 14
15
16 17

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Stonegate Investment Group
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Laird Norton Wetherby Wealth Management
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 Miscellaneous at 34% of assets, up from 32% a quarter earlier, followed by Technology and Financials.

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.