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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
SPSM icon
426
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$240K 0.01%
+5,642
New +$228K
KVUE icon
427
Kenvue
KVUE
$36.5B
$239K 0.01%
11,429
+197
+2% +$4.48K
AIG icon
428
American International
AIG
$39.8B
$237K 0.01%
2,766
+226
+9% +$18.8K
HPE icon
429
Hewlett Packard
HPE
$77.8B
$235K ﹤0.01%
11,487
-54
-0.5% -$905
CARR icon
430
Carrier Global
CARR
$52B
$234K ﹤0.01%
3,199
-581
-15% -$39.4K
WDFC icon
431
WD-40
WDFC
$3.12B
$233K ﹤0.01%
1,022
– –
NVMI
432
Nova
NVMI
$12.9B
$233K ﹤0.01%
+845
New +$172K
BAX icon
433
Baxter International
BAX
$13.9B
$232K ﹤0.01%
7,665
-9,306
-55% -$282K
SRE icon
434
Sempra
SRE
$56.2B
$231K ﹤0.01%
3,054
+71
+2% +$5.27K
GDX icon
435
VanEck Gold Miners ETF
GDX
$27.8B
$231K ﹤0.01%
4,436
– –
XLC icon
436
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$230K ﹤0.01%
2,116
– –
PLD icon
437
Prologis
PLD
$134B
$229K ﹤0.01%
2,179
+98
+5% +$10.3K
SNPS icon
438
Synopsys
SNPS
$79B
$228K ﹤0.01%
444
+86
+24% +$40.1K
PTF icon
439
Invesco Dorsey Wright Technology Momentum ETF
PTF
$654M
$227K ﹤0.01%
+3,320
New +$205K
DGRO icon
440
iShares Core Dividend Growth ETF
DGRO
$43.8B
$226K ﹤0.01%
+3,542
New +$216K
CBZ icon
441
CBIZ
CBZ
$2.96B
$225K ﹤0.01%
3,142
– –
IR icon
442
Ingersoll Rand
IR
$32.9B
$222K ﹤0.01%
2,673
-107
-4% -$8.43K
TXRH icon
443
Texas Roadhouse
TXRH
$14.1B
$222K ﹤0.01%
1,183
+560
+90% +$100K
UL icon
444
Unilever
UL
$133B
$221K ﹤0.01%
3,207
-173
-5% -$12.1K
BND icon
445
Vanguard Total Bond Market
BND
$161B
$217K ﹤0.01%
+2,941
New +$214K
CEG icon
446
Constellation Energy
CEG
$98.7B
$216K ﹤0.01%
+668
New +$177K
STWD icon
447
Starwood Property Trust
STWD
$6.09B
$212K ﹤0.01%
10,586
-6,663
-39% -$129K
KLAC icon
448
KLA
KLAC
$272B
$212K ﹤0.01%
2,370
-1,710
-42% -$129K
CLH icon
449
Clean Harbors
CLH
$16.7B
$212K ﹤0.01%
+916
New +$201K
NFG icon
450
National Fuel Gas
NFG
$7.77B
$208K ﹤0.01%
+2,453
New +$198K
16 17
18
19 20

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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.