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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
EFA icon
26
iShares MSCI EAFE ETF
EFA
$79.9B
$34.6M 0.73%
386,679
+32,982
+9% +$2.82M
HD icon
27
Home Depot
HD
$353B
$32.4M 0.68%
88,396
-18,596
-17% -$6.73M
ABBV icon
28
AbbVie
ABBV
$442B
$31.8M 0.67%
171,556
+536
+0.3% +$99.6K
LLY icon
29
Eli Lilly
LLY
$1.08T
$31.8M 0.67%
40,736
+1,538
+4% +$1.2M
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$84B
$31.4M 0.66%
161,911
-9,343
-5% -$1.73M
VTI icon
31
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$30.6M 0.64%
100,707
-3,838
-4% -$1.08M
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$30.4M 0.64%
614,927
+20,168
+3% +$935K
CME icon
33
CME Group
CME
$93.2B
$28.9M 0.61%
105,003
+3,133
+3% +$852K
CVX icon
34
Chevron
CVX
$386B
$28.9M 0.61%
201,778
-682
-0.3% -$96.1K
IBM icon
35
IBM
IBM
$225B
$28.1M 0.59%
95,331
-7,703
-7% -$1.98M
ETN icon
36
Eaton
ETN
$178B
$28M 0.59%
78,422
-1,518
-2% -$467K
ADP icon
37
Automatic Data Processing
ADP
$108B
$27.9M 0.59%
90,623
-2,324
-3% -$714K
JNJ icon
38
Johnson & Johnson
JNJ
$626B
$27.6M 0.58%
180,918
-8,373
-4% -$1.29M
PG icon
39
Procter & Gamble
PG
$338B
$27.2M 0.57%
170,551
-603
-0.4% -$98.4K
SPGI icon
40
S&P Global
SPGI
$120B
$26.2M 0.55%
49,610
+579
+1% +$289K
PWR icon
41
Quanta Services
PWR
$101B
$26M 0.55%
68,732
+14,122
+26% +$4.53M
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.11T
$25.8M 0.54%
53,135
-15,435
-23% -$7.84M
VSDA icon
43
VictoryShares Dividend Accelerator ETF
VSDA
$251M
$25.8M 0.54%
497,870
+9,403
+2% +$471K
GLD icon
44
SPDR Gold Trust
GLD
$143B
$25.5M 0.54%
83,625
-13,664
-14% -$4.14M
PM icon
45
Philip Morris
PM
$290B
$24.4M 0.51%
134,051
-4,821
-3% -$828K
EMR icon
46
Emerson Electric
EMR
$91.7B
$24.3M 0.51%
182,021
-110,857
-38% -$12.7M
LMT icon
47
Lockheed Martin
LMT
$138B
$24.2M 0.51%
52,306
-132
-0.3% -$61.8K
NOW icon
48
ServiceNow
NOW
$132B
$24.2M 0.51%
117,640
-36,645
-24% -$6.91M
VO icon
49
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$24M 0.51%
343,192
+44,900
+15% +$2.95M
VLO icon
50
Valero Energy
VLO
$93.3B
$23.6M 0.5%
175,872
+24,717
+16% +$3.08M
1
2
3 4 5

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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.