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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
(-12%)
Cap. Flow
-$833M
Cap. Flow
% of AUM
-19.95%
Top 10 Holdings %
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 |
JPMorgan Flexible Debt ETF
JFLX
|
+$38M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$6.25M |
| 3 |
Johnson & Johnson
JNJ
|
+$4.97M |
| 4 |
Morgan Stanley
MS
|
+$4.16M |
| 5 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$66.8M |
| 2 |
Microsoft
MSFT
|
+$64.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$64.2M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$60.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
401
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.07B
| $293K | 0.01% |
3,544
| – | – |
2023 Q1
10 quarters
|
|
402
PGIM Ultra Short Bond ETF
PULS
$19.6B
| $293K | 0.01% |
5,880
| – | – |
2023 Q3
8 quarters
|
|
403
Manulife Financial
MFC
$72.6B
| $293K | 0.01% |
+9,402
| New | +$290K |
2025 Q3
0 quarters
|
|
404
Stewart Information Services
STC
$1.59B
| $291K | 0.01% |
3,968
| – | – |
2025 Q1
2 quarters
|
|
405
iShares National Muni Bond ETF
MUB
$49.2B
| $290K | 0.01% |
2,726
-12,113
| -82% | -$1.27M |
2022 Q4
11 quarters
|
|
406
Construction Partners
ROAD
$4.72B
| $287K | 0.01% |
2,263
-82
| -3% | -$9.36K |
2025 Q2
1 quarter
|
|
407
Novartis
NVS
$286B
| $286K | 0.01% |
2,227
-1,319
| -37% | -$161K |
2022 Q3
12 quarters
|
|
408
Hewlett Packard
HPE
$77.8B
| $285K | 0.01% |
11,601
+114
| +1% | +$2.52K |
2023 Q3
8 quarters
|
|
409
Unilever
UL
$139B
| $283K | 0.01% |
4,250
+1,043
| +33% | +$72K |
2024 Q2
5 quarters
|
|
410
United Rentals
URI
$65.2B
| $283K | 0.01% |
+296
| New | +$264K |
2025 Q3
0 quarters
|
|
411
Target
TGT
$71.2B
| $278K | 0.01% |
3,104
-3,092
| -50% | -$304K |
2014 Q1
46 quarters
|
|
412
Invesco S&P 500 Momentum ETF
SPMO
$22.1B
| $278K | 0.01% |
+2,298
| New | +$268K |
2025 Q3
0 quarters
|
|
413
Prologis
PLD
$121B
| $277K | 0.01% |
2,418
+239
| +11% | +$26.3K |
2025 Q1
2 quarters
|
|
414
Cboe Global Markets
CBOE
$32.2B
| $276K | 0.01% |
1,127
+3
| +0.3% | +$721 |
2024 Q3
4 quarters
|
|
415
Quest Diagnostics
DGX
$26.4B
| $276K | 0.01% |
1,449
-82
| -5% | -$14.6K |
2024 Q3
4 quarters
|
|
416
TotalEnergies
TTE
$195B
| $276K | 0.01% |
+4,619
| New | +$285K |
2025 Q3
0 quarters
|
|
417
Ingersoll Rand
IR
$30.2B
| $274K | 0.01% |
3,319
+646
| +24% | +$52.9K |
2024 Q2
5 quarters
|
|
418
Sempra
SRE
$53.6B
| $267K | 0.01% |
2,965
-89
| -3% | -$7.21K |
2024 Q4
3 quarters
|
|
419
Vulcan Materials
VMC
$32.7B
| $266K | 0.01% |
864
-124
| -13% | -$35.2K |
2019 Q2
25 quarters
|
|
420
Cigna
CI
$79B
| $265K | 0.01% |
920
+23
| +3% | +$6.8K |
2022 Q1
14 quarters
|
|
421
NXP Semiconductors
NXPI
$58.3B
| $263K | 0.01% |
1,156
+31
| +3% | +$6.97K |
2025 Q2
1 quarter
|
|
422
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
| $261K | 0.01% |
5,642
| – | – |
2025 Q2
1 quarter
|
|
423
Entergy
ETR
$49.7B
| $255K | 0.01% |
+2,738
| New | +$241K |
2025 Q3
0 quarters
|
|
424
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
| $255K | 0.01% |
5,422
-504
| -9% | -$23.4K |
2023 Q1
10 quarters
|
|
425
US Foods
USFD
$22B
| $254K | 0.01% |
3,311
+1
| +0% | +$80 |
2024 Q3
4 quarters
|
|
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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.