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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
NFG icon
451
National Fuel Gas
NFG
$7.62B
$206K ﹤0.01%
2,230
-223
-9% -$19.4K
2025 Q2
1 quarter
NUE icon
452
Nucor
NUE
$58.4B
$205K ﹤0.01%
+1,510
New +$214K
2025 Q3
0 quarters
RWL icon
453
Invesco S&P 500 Revenue ETF
RWL
$10.1B
$204K ﹤0.01%
+1,845
New +$197K
2025 Q3
0 quarters
EME icon
454
Emcor
EME
$31.9B
$203K ﹤0.01%
+312
New +$189K
2025 Q3
0 quarters
WDFC icon
455
WD-40
WDFC
$2.66B
$202K ﹤0.01%
1,022
– –
2024 Q2
5 quarters
DAL icon
456
Delta Air Lines
DAL
$49.7B
$201K ﹤0.01%
+3,541
New +$202K
2025 Q3
0 quarters
SUN icon
457
Sunoco
SUN
$13.7B
$200K ﹤0.01%
+4,000
New +$208K
2025 Q3
0 quarters
DOC icon
458
Healthpeak Properties
DOC
$13B
$192K ﹤0.01%
10,044
-34
-0.3% -$610
2024 Q4
3 quarters
MUFG icon
459
Mitsubishi UFJ Financial
MUFG
$246B
$167K ﹤0.01%
+10,446
New +$155K
2025 Q3
0 quarters
AIG icon
460
American International
AIG
$41.9B
– –
-2,766
Closed -$237K –
AMPH icon
461
Amphastar Pharmaceuticals
AMPH
$1.1B
– –
-1,000
Closed -$23K –
ARCC icon
462
Ares Capital
ARCC
$13.4B
– –
-9,165
Closed -$201K –
AVY icon
463
Avery Dennison
AVY
$13.3B
– –
-1,470
Closed -$258K –
BAM icon
464
Brookfield Asset Management
BAM
$72B
– –
-494
Closed -$27.3K –
BAX icon
465
Baxter International
BAX
$13B
– –
-7,665
Closed -$232K –
BSL icon
466
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$168M
– –
-2,018
Closed -$28.9K –
BXMT icon
467
Blackstone Mortgage Trust
BXMT
$1.78B
– –
-5,898
Closed -$114K –
CADE icon
468
DELISTED
Cadence Bank
CADE
– –
-1,750
Closed -$56K –
CARR icon
469
Carrier Global
CARR
$45.4B
– –
-3,199
Closed -$234K –
CBZ icon
470
CBIZ
CBZ
$3.01B
– –
-3,142
Closed -$225K –
CEG icon
471
Constellation Energy
CEG
$96.2B
– –
-668
Closed -$216K –
CFG icon
472
Citizens Financial Group
CFG
$26.6B
– –
-57
Closed -$2.55K –
CLH icon
473
Clean Harbors
CLH
$16.7B
– –
-916
Closed -$212K –
CRS icon
474
Carpenter Technology
CRS
$18.7B
– –
-893
Closed -$247K –
CTSH icon
475
Cognizant
CTSH
$29.3B
– –
-14
Closed -$1.09K –
17 18
19
20 21

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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.