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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
DGRO icon
476
iShares Core Dividend Growth ETF
DGRO
$43.8B
– –
-3,542
Closed -$226K –
DON icon
477
WisdomTree US MidCap Dividend Fund
DON
$3.87B
– –
-1,599
Closed -$80.1K –
DOW icon
478
Dow Inc
DOW
$21.4B
– –
-18,188
Closed -$482K –
EFX icon
479
Equifax
EFX
$18.9B
– –
-288
Closed -$74.7K –
EMN icon
480
Eastman Chemical
EMN
$7.3B
– –
-19
Closed -$1.42K –
ETY icon
481
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
– –
-629
Closed -$9.73K –
EWJ icon
482
iShares MSCI Japan ETF
EWJ
$23.2B
– –
-745
Closed -$55.9K –
EXC icon
483
Exelon
EXC
$43.8B
– –
-4,610
Closed -$200K –
F icon
484
Ford
F
$49.1B
– –
-14,720
Closed -$160K –
FLS icon
485
Flowserve
FLS
$9B
– –
-27
Closed -$1.41K –
GWW icon
486
W.W. Grainger
GWW
$62.7B
– –
-194
Closed -$202K –
HSY icon
487
Hershey
HSY
$33.9B
– –
-4,574
Closed -$759K –
HYD icon
488
VanEck High Yield Muni ETF
HYD
$4.06B
– –
-2,272
Closed -$114K –
IAT icon
489
iShares US Regional Banks ETF
IAT
$612M
– –
-3,147
Closed -$156K –
IP icon
490
International Paper
IP
$18.1B
– –
-8,398
Closed -$393K –
IYR icon
491
iShares US Real Estate ETF
IYR
$4.16B
– –
-6,096
Closed -$578K –
JAAA icon
492
Janus Henderson AAA CLO ETF
JAAA
$32.1B
– –
-9,202
Closed -$467K –
JEPQ icon
493
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.9B
– –
-3,734
Closed -$203K –
KD icon
494
Kyndryl
KD
$2.87B
– –
-115
Closed -$4.83K –
KHC icon
495
The Kraft Heinz Company
KHC
$27.6B
– –
-60
Closed -$1.55K –
KMX icon
496
CarMax
KMX
$7.47B
– –
-528
Closed -$35.5K –
KVUE icon
497
Kenvue
KVUE
$35.9B
– –
-11,429
Closed -$239K –
LEA icon
498
Lear
LEA
$5.99B
– –
-9
Closed -$855 –
LULU icon
499
lululemon athletica
LULU
$11.5B
– –
-1,267
Closed -$301K –
MAR icon
500
Marriott International
MAR
$101B
– –
-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 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.