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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
IBB icon
376
iShares Biotechnology ETF
IBB
$10.6B
$352K 0.01%
2,440
+40
+2% +$5.46K
2017 Q3
32 quarters
PRU icon
377
Prudential Financial
PRU
$40.1B
$351K 0.01%
3,385
+152
+5% +$16K
2013 Q2
49 quarters
DG icon
378
Dollar General
DG
$29.5B
$347K 0.01%
3,355
-44,281
-93% -$4.85M
2017 Q4
31 quarters
BN icon
379
Brookfield
BN
$82.2B
$347K 0.01%
7,580
-6,909
-48% -$306K
2018 Q1
30 quarters
UBSI icon
380
United Bankshares
UBSI
$6.35B
$345K 0.01%
9,264
-2,153
-19% -$80.3K
2024 Q3
4 quarters
CW icon
381
Curtiss-Wright
CW
$18.5B
$340K 0.01%
627
-47
-7% -$23.2K
2024 Q3
4 quarters
GDX icon
382
VanEck Gold Miners ETF
GDX
$26.1B
$339K 0.01%
4,436
– –
2025 Q1
2 quarters
IWY icon
383
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$339K 0.01%
1,238
– –
2024 Q3
4 quarters
KLAC icon
384
KLA
KLAC
$228B
$334K 0.01%
3,100
+730
+31% +$68.1K
2025 Q1
2 quarters
BP icon
385
BP
BP
$125B
$329K 0.01%
9,535
-7,830
-45% -$262K
2014 Q4
43 quarters
MBB icon
386
iShares MBS ETF
MBB
$35.9B
$328K 0.01%
+3,449
New +$324K
2025 Q3
0 quarters
SHOP icon
387
Shopify
SHOP
$229B
$325K 0.01%
2,186
-95
-4% -$12.9K
2022 Q3
12 quarters
ADM icon
388
Archer Daniels Midland
ADM
$40B
$325K 0.01%
+5,435
New +$318K
2025 Q3
0 quarters
MNST icon
389
Monster Beverage
MNST
$88.8B
$323K 0.01%
9,594
+104
+1% +$3.25K
2022 Q4
11 quarters
HPQ icon
390
HP
HPQ
$27.8B
$315K 0.01%
11,583
+184
+2% +$4.9K
2022 Q4
11 quarters
XLP icon
391
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$310K 0.01%
3,951
-3,656
-48% -$295K
2022 Q4
11 quarters
HBAN icon
392
Huntington Bancshares
HBAN
$31B
$309K 0.01%
17,872
-2,451
-12% -$41.9K
2022 Q2
13 quarters
JPST icon
393
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
$307K 0.01%
6,051
-2,547
-30% -$129K
2024 Q1
6 quarters
GILD icon
394
Gilead Sciences
GILD
$195B
$307K 0.01%
2,765
+149
+6% +$16.9K
2024 Q4
3 quarters
BUD icon
395
AB InBev
BUD
$160B
$306K 0.01%
5,141
-119,710
-96% -$7.53M
2025 Q1
2 quarters
COR icon
396
Cencora
COR
$65.2B
$305K 0.01%
975
+14
+1% +$4.12K
2025 Q1
2 quarters
PRFZ icon
397
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$304K 0.01%
6,699
-108
-2% -$4.69K
2023 Q2
9 quarters
SJM icon
398
J.M. Smucker
SJM
$13.5B
$296K 0.01%
2,726
+634
+30% +$68.9K
2023 Q3
8 quarters
PKG icon
399
Packaging Corp of America
PKG
$20.7B
$295K 0.01%
1,354
+37
+3% +$7.63K
2025 Q2
1 quarter
CHH icon
400
Choice Hotels
CHH
$4.81B
$294K 0.01%
2,754
-27
-1% -$3.3K
2023 Q1
10 quarters
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 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.