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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
+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
IBB icon
376
iShares Biotechnology ETF
IBB
$9.77B
$352K 0.01%
2,440
+40
+2% +$5.46K
PRU icon
377
Prudential Financial
PRU
$41.8B
$351K 0.01%
3,385
+152
+5% +$16K
DG icon
378
Dollar General
DG
$27.9B
$347K 0.01%
3,355
-44,281
-93% -$4.85M
BN icon
379
Brookfield
BN
$108B
$347K 0.01%
7,580
-6,909
-48% -$306K
UBSI icon
380
United Bankshares
UBSI
$6.62B
$345K 0.01%
9,264
-2,153
-19% -$80.3K
CW icon
381
Curtiss-Wright
CW
$25.5B
$340K 0.01%
627
-47
-7% -$23.2K
GDX icon
382
VanEck Gold Miners ETF
GDX
$27.4B
$339K 0.01%
4,436
– –
IWY icon
383
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$339K 0.01%
1,238
– –
KLAC icon
384
KLA
KLAC
$259B
$334K 0.01%
3,100
+730
+31% +$68.1K
BP icon
385
BP
BP
$107B
$329K 0.01%
9,535
-7,830
-45% -$262K
MBB icon
386
iShares MBS ETF
MBB
$39.1B
$328K 0.01%
+3,449
New +$324K
SHOP icon
387
Shopify
SHOP
$195B
$325K 0.01%
2,186
-95
-4% -$12.9K
ADM icon
388
Archer Daniels Midland
ADM
$36.9B
$325K 0.01%
+5,435
New +$318K
MNST icon
389
Monster Beverage
MNST
$88.5B
$323K 0.01%
4,797
+52
+1% +$3.25K
HPQ icon
390
HP
HPQ
$27.5B
$315K 0.01%
11,583
+184
+2% +$4.9K
XLP icon
391
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$310K 0.01%
3,951
-3,656
-48% -$295K
HBAN icon
392
Huntington Bancshares
HBAN
$35.5B
$309K 0.01%
17,872
-2,451
-12% -$41.9K
JPST icon
393
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$307K 0.01%
6,051
-2,547
-30% -$129K
GILD icon
394
Gilead Sciences
GILD
$165B
$307K 0.01%
2,765
+149
+6% +$16.9K
BUD icon
395
AB InBev
BUD
$165B
$306K 0.01%
5,141
-119,710
-96% -$7.53M
COR icon
396
Cencora
COR
$61.2B
$305K 0.01%
975
+14
+1% +$4.12K
PRFZ icon
397
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.89B
$304K 0.01%
6,699
-108
-2% -$4.69K
SJM icon
398
J.M. Smucker
SJM
$12.8B
$296K 0.01%
2,726
+634
+30% +$68.9K
PKG icon
399
Packaging Corp of America
PKG
$22.8B
$295K 0.01%
1,354
+37
+3% +$7.63K
CHH icon
400
Choice Hotels
CHH
$4.8B
$294K 0.01%
2,754
-27
-1% -$3.3K
14 15
16
17 18

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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.