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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
MSI icon
351
Motorola Solutions
MSI
$77.7B
$450K 0.01%
1,071
+21
+2% +$8.79K
AMAT icon
352
Applied Materials
AMAT
$435B
$446K 0.01%
2,436
+121
+5% +$19.2K
CTVA icon
353
Corteva
CTVA
$50.4B
$441K 0.01%
5,921
+926
+19% +$61.7K
GSK icon
354
GSK
GSK
$101B
$439K 0.01%
11,444
+509
+5% +$19.4K
MCHP icon
355
Microchip Technology
MCHP
$43.1B
$439K 0.01%
6,236
-18,527
-75% -$1.02M
JPST icon
356
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$436K 0.01%
8,598
+5,933
+223% +$300K
NVS icon
357
Novartis
NVS
$290B
$429K 0.01%
3,546
-194
-5% -$21.9K
UBSI icon
358
United Bankshares
UBSI
$6.66B
$416K 0.01%
11,417
– –
MET icon
359
MetLife
MET
$61.4B
$411K 0.01%
5,116
+1,946
+61% +$150K
GPC icon
360
Genuine Parts
GPC
$18.5B
$399K 0.01%
3,293
+172
+6% +$20.7K
ARE icon
361
Alexandria Real Estate Equities
ARE
$8.27B
$397K 0.01%
+5,470
New +$406K
IP icon
362
International Paper
IP
$21.8B
$393K 0.01%
8,398
– –
QLTA icon
363
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$371K 0.01%
7,753
-406
-5% -$19.1K
MC icon
364
Moelis & Co
MC
$4.91B
$366K 0.01%
5,865
+135
+2% +$7.58K
XEL icon
365
Xcel Energy
XEL
$49.1B
$365K 0.01%
5,363
+1,585
+42% +$110K
INTC icon
366
Intel
INTC
$509B
$365K 0.01%
16,293
-4,526
-22% -$93.8K
IDV icon
367
iShares International Select Dividend ETF
IDV
$8.51B
$364K 0.01%
+10,549
New +$344K
HUBB icon
368
Hubbell
HUBB
$27.1B
$358K 0.01%
+876
New +$325K
DFIV icon
369
Dimensional International Value ETF
DFIV
$21.7B
$357K 0.01%
8,335
– –
CHH icon
370
Choice Hotels
CHH
$4.75B
$353K 0.01%
2,781
– –
ORLY icon
371
O'Reilly Automotive
ORLY
$74.5B
$352K 0.01%
3,909
-186
-5% -$17K
XLI icon
372
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$351K 0.01%
+2,381
New +$325K
PRU icon
373
Prudential Financial
PRU
$42.3B
$347K 0.01%
3,233
+180
+6% +$18.6K
TSCO icon
374
Tractor Supply
TSCO
$19B
$343K 0.01%
6,498
-445
-6% -$22.8K
HBAN icon
375
Huntington Bancshares
HBAN
$36.1B
$341K 0.01%
20,323
+548
+3% +$8.27K
13 14
15
16 17

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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.