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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
+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

Top Buys

Rank Stock Value
1
JFLX
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 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRO icon
476
iShares Core Dividend Growth ETF
DGRO
$43.5B
– –
-3,542
Closed -$226K
DON icon
477
WisdomTree US MidCap Dividend Fund
DON
$4.09B
– –
-1,599
Closed -$80.1K
DOW icon
478
Dow Inc
DOW
$21.2B
– –
-18,188
Closed -$482K
EFX icon
479
Equifax
EFX
$21.4B
– –
-288
Closed -$74.7K
EMN icon
480
Eastman Chemical
EMN
$8.42B
– –
-19
Closed -$1.42K
ETY icon
481
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.33B
– –
-629
Closed -$9.73K
EWJ icon
482
iShares MSCI Japan ETF
EWJ
$23B
– –
-745
Closed -$55.9K
EXC icon
483
Exelon
EXC
$47B
– –
-4,610
Closed -$200K
F icon
484
Ford
F
$55.7B
– –
-14,720
Closed -$160K
FLS icon
485
Flowserve
FLS
$10.2B
– –
-27
Closed -$1.41K
GWW icon
486
W.W. Grainger
GWW
$60.2B
– –
-194
Closed -$202K
HSY icon
487
Hershey
HSY
$36.6B
– –
-4,574
Closed -$759K
HYD icon
488
VanEck High Yield Muni ETF
HYD
$4.45B
– –
-2,272
Closed -$114K
IAT icon
489
iShares US Regional Banks ETF
IAT
$681M
– –
-3,147
Closed -$156K
IP icon
490
International Paper
IP
$22B
– –
-8,398
Closed -$393K
IYR icon
491
iShares US Real Estate ETF
IYR
$4.65B
– –
-6,096
Closed -$578K
JAAA icon
492
Janus Henderson AAA CLO ETF
JAAA
$29.2B
– –
-9,202
Closed -$467K
JEPQ icon
493
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$40.9B
– –
-3,734
Closed -$203K
KD icon
494
Kyndryl
KD
$3.05B
– –
-115
Closed -$4.83K
KHC icon
495
Kraft Heinz
KHC
$30B
– –
-60
Closed -$1.55K
KMX icon
496
CarMax
KMX
$8.26B
– –
-528
Closed -$35.5K
KVUE icon
497
Kenvue
KVUE
$36.9B
– –
-11,429
Closed -$239K
LEA icon
498
Lear
LEA
$8.18B
– –
-9
Closed -$855
LULU icon
499
lululemon athletica
LULU
$14.6B
– –
-1,267
Closed -$301K
MAR icon
500
Marriott International
MAR
$92.3B
– –
-400
Closed -$109K
18 19
20
21 22

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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 Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

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.