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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
CW icon
376
Curtiss-Wright
CW
$26.7B
$329K 0.01%
674
– –
STRL icon
377
Sterling Infrastructure
STRL
$16.8B
$324K 0.01%
1,405
-635
-31% -$111K
SCHB icon
378
Schwab US Broad Market ETF
SCHB
$44.9B
$311K 0.01%
13,050
– –
MLM icon
379
Martin Marietta Materials
MLM
$32.7B
$309K 0.01%
562
+49
+10% +$25.9K
FIX icon
380
Comfort Systems
FIX
$61.2B
$308K 0.01%
575
-241
-30% -$105K
SNY icon
381
Sanofi
SNY
$105B
$306K 0.01%
6,339
-11
-0.2% -$562
IWY icon
382
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$305K 0.01%
1,238
– –
ET icon
383
Energy Transfer Partners
ET
$72.1B
$305K 0.01%
16,831
– –
COOP
384
DELISTED
Mr. Cooper
COOP
$305K 0.01%
2,041
– –
SPDW icon
385
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$305K 0.01%
+7,521
New +$288K
IBB icon
386
iShares Biotechnology ETF
IBB
$9.86B
$304K 0.01%
2,400
– –
LULU icon
387
lululemon athletica
LULU
$13.7B
$301K 0.01%
1,267
-453
-26% -$125K
CDNS icon
388
Cadence Design Systems
CDNS
$89B
$298K 0.01%
968
– –
SHM icon
389
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$298K 0.01%
6,226
– –
MNST icon
390
Monster Beverage
MNST
$90.1B
$297K 0.01%
9,490
+10
+0.1% +$306
CI icon
391
Cigna
CI
$73.3B
$297K 0.01%
897
+12
+1% +$3.87K
LRCX icon
392
Lam Research
LRCX
$408B
$294K 0.01%
3,024
+265
+10% +$21K
SCHX icon
393
Schwab US Large- Cap ETF
SCHX
$74.5B
$294K 0.01%
12,014
+6,014
+100% +$136K
PULS icon
394
PGIM Ultra Short Bond ETF
PULS
$18.4B
$293K 0.01%
5,880
– –
GILD icon
395
Gilead Sciences
GILD
$168B
$290K 0.01%
2,616
-234
-8% -$24.9K
COR icon
396
Cencora
COR
$60B
$288K 0.01%
961
+51
+6% +$14.7K
AZN icon
397
AstraZeneca
AZN
$246B
$288K 0.01%
2,060
-137
-6% -$19.2K
FIS icon
398
Fidelity National Information Services
FIS
$21.6B
$286K 0.01%
3,509
+737
+27% +$57.3K
AGI icon
399
Alamos Gold
AGI
$14B
$285K 0.01%
10,744
– –
IMCG icon
400
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.16B
$284K 0.01%
3,544
+61
+2% +$4.54K
14 15
16
17 18

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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.