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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
SJM icon
451
J.M. Smucker
SJM
$12.7B
$205K ﹤0.01%
2,092
-12
-0.6% -$1.32K
ANET icon
452
Arista Networks
ANET
$264B
$203K ﹤0.01%
+1,987
New +$172K
JEPQ icon
453
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.6B
$203K ﹤0.01%
+3,734
New +$192K
FTI icon
454
TechnipFMC
FTI
$29.5B
$202K ﹤0.01%
+5,876
New +$177K
DRI icon
455
Darden Restaurants
DRI
$25.9B
$202K ﹤0.01%
+927
New +$192K
GWW icon
456
W.W. Grainger
GWW
$61.5B
$202K ﹤0.01%
+194
New +$202K
VGT icon
457
Vanguard Information Technology ETF
VGT
$149B
$202K ﹤0.01%
+2,432
New +$177K
ARCC icon
458
Ares Capital
ARCC
$14.3B
$201K ﹤0.01%
9,165
-4,053
-31% -$86.2K
NVT icon
459
nVent Electric
NVT
$27.7B
$201K ﹤0.01%
+2,742
New +$168K
SAP icon
460
SAP
SAP
$235B
$200K ﹤0.01%
+659
New +$189K
EXC icon
461
Exelon
EXC
$46.5B
$200K ﹤0.01%
+4,610
New +$205K
WELL icon
462
Welltower
WELL
$166B
$200K ﹤0.01%
1,302
-194
-13% -$29K
DOC icon
463
Healthpeak Properties
DOC
$14.2B
$176K ﹤0.01%
10,078
-2,117
-17% -$37.6K
F icon
464
Ford
F
$55.2B
$160K ﹤0.01%
14,720
– –
IAT icon
465
iShares US Regional Banks ETF
IAT
$687M
$156K ﹤0.01%
3,147
– –
SCCO icon
466
Southern Copper
SCCO
$164B
$137K ﹤0.01%
1,424
-3
-0.2% -$261
PECO icon
467
Phillips Edison & Co
PECO
$5.15B
$129K ﹤0.01%
3,687
-5,580
-60% -$197K
HYD icon
468
VanEck High Yield Muni ETF
HYD
$4.4B
$114K ﹤0.01%
2,272
-1,251
-36% -$62.4K
BXMT icon
469
Blackstone Mortgage Trust
BXMT
$2.41B
$114K ﹤0.01%
5,898
-2,075
-26% -$39.3K
MAR icon
470
Marriott International
MAR
$92.5B
$109K ﹤0.01%
400
– –
WRB icon
471
W.R. Berkley
WRB
$25.9B
$108K ﹤0.01%
1,467
– –
DON icon
472
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$80.1K ﹤0.01%
1,599
– –
EFX icon
473
Equifax
EFX
$21.3B
$74.7K ﹤0.01%
288
– –
CADE
474
DELISTED
Cadence Bank
CADE
$56K ﹤0.01%
1,750
– –
EWJ icon
475
iShares MSCI Japan ETF
EWJ
$23B
$55.9K ﹤0.01%
745
-4,373
-85% -$311K
17 18
19
20 21

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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.