We are live on ! Find out more
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
HPQ icon
401
HP
HPQ
$26.8B
$279K 0.01%
11,399
-266
-2% -$6.78K
PRFZ icon
402
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.9B
$277K 0.01%
6,807
– –
DGX icon
403
Quest Diagnostics
DGX
$26.2B
$275K 0.01%
1,531
+188
+14% +$32.7K
VMBS icon
404
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$275K 0.01%
5,926
-250
-4% -$11.4K
GOVT icon
405
iShares US Treasury Bond ETF
GOVT
$43.7B
$272K 0.01%
11,853
+1,359
+13% +$30.9K
CLS icon
406
Celestica
CLS
$42.8B
$270K 0.01%
+1,727
New +$184K
XLF icon
407
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$264K 0.01%
5,040
+20
+0.4% +$990
SHOP icon
408
Shopify
SHOP
$194B
$263K 0.01%
2,281
-952
-29% -$95.2K
CBOE icon
409
Cboe Global Markets
CBOE
$30.4B
$262K 0.01%
1,124
-77
-6% -$17.1K
SCHA icon
410
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$261K 0.01%
10,311
+25
+0.2% +$591
STC icon
411
Stewart Information Services
STC
$2B
$258K 0.01%
3,968
– –
AVY icon
412
Avery Dennison
AVY
$13.7B
$258K 0.01%
1,470
-12
-0.8% -$2.1K
VMC icon
413
Vulcan Materials
VMC
$36.3B
$258K 0.01%
988
+4
+0.4% +$1.03K
OKE icon
414
Oneok
OKE
$58.3B
$257K 0.01%
3,143
+143
+5% +$11.9K
USFD icon
415
US Foods
USFD
$24B
$255K 0.01%
3,310
-60
-2% -$4.28K
SN icon
416
SharkNinja
SN
$26.2B
$254K 0.01%
2,569
– –
TEL icon
417
TE Connectivity
TEL
$62B
$252K 0.01%
+1,496
New +$227K
SKWD icon
418
Skyward Specialty Insurance
SKWD
$2.44B
$252K 0.01%
4,357
– –
ISTB icon
419
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$251K 0.01%
+5,154
New +$249K
ROAD icon
420
Construction Partners
ROAD
$6.9B
$249K 0.01%
+2,345
New +$219K
SCHE icon
421
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$249K 0.01%
8,266
– –
PKG icon
422
Packaging Corp of America
PKG
$22.8B
$248K 0.01%
+1,317
New +$249K
CRS icon
423
Carpenter Technology
CRS
$26.3B
$247K 0.01%
+893
New +$195K
NXPI icon
424
NXP Semiconductors
NXPI
$58.9B
$246K 0.01%
+1,125
New +$220K
SUSA icon
425
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$241K 0.01%
1,900
– –
15 16
17
18 19

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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.