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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
-1.49%
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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
+$72.9M
Cap. Flow %
1.47%
Top 10 Hldgs %
33.05%
Holding
538
New
21
Increased
215
Reduced
172
Closed
15

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$20.8M
2
NKE icon
Nike
NKE
+$17.4M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.77M
4
ASML icon
ASML
ASML
+$5.46M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.31M

Top Sells

Rank Stock Value
1
CVS icon
CVS Health
CVS
+$18.5M
2
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$11.8M
3
MRK icon
Merck
MRK
+$6.64M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.46M
5
DEO icon
Diageo
DEO
+$5.27M

Sector Composition

Rank Sector Weight
1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFX icon
476
Equifax
EFX
$21.2B
$73.4K ﹤0.01%
288
– –
RJF icon
477
Raymond James Financial
RJF
$34.9B
$68.7K ﹤0.01%
442
– –
PLTR icon
478
Palantir
PLTR
$411B
$67.7K ﹤0.01%
895
– –
IBKR icon
479
Interactive Brokers
IBKR
$41.5B
$65.4K ﹤0.01%
1,480
– –
WFC.PRL icon
480
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.65B
$63.3K ﹤0.01%
53
-31
-37% -$37.4K
CADE
481
DELISTED
Cadence Bank
CADE
$60.3K ﹤0.01%
1,750
– –
CHD icon
482
Church & Dwight Co
CHD
$24B
$58.6K ﹤0.01%
560
– –
SCHK icon
483
Schwab 1000 Index ETF
SCHK
$5.94B
$56.6K ﹤0.01%
2,000
+1,000
+100% +$28.4K
MKTX icon
484
MarketAxess Holdings
MKTX
$5.72B
$56.5K ﹤0.01%
250
– –
HES
485
DELISTED
Hess
HES
$54.9K ﹤0.01%
413
– –
FBK icon
486
FB Financial Corp
FBK
$3.1B
$52.8K ﹤0.01%
1,026
-4,227
-80% -$212K
PFG icon
487
Principal Financial Group
PFG
$24.4B
$51.4K ﹤0.01%
664
– –
FDS icon
488
Factset
FDS
$9.89B
$48K ﹤0.01%
100
– –
SMH icon
489
VanEck Semiconductor ETF
SMH
$72B
$46K ﹤0.01%
190
– –
UA icon
490
Under Armour Class C
UA
$2.2B
$44.8K ﹤0.01%
6,000
– –
SGRY icon
491
Surgery Partners
SGRY
$2.01B
$42.3K ﹤0.01%
2,000
– –
SOLV icon
492
Solventum
SOLV
$14.5B
$39.8K ﹤0.01%
602
– –
AMPH icon
493
Amphastar Pharmaceuticals
AMPH
$850M
$37.1K ﹤0.01%
1,000
– –
MOAT icon
494
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$34.6K ﹤0.01%
373
– –
WEC icon
495
WEC Energy
WEC
$35.6B
$30.8K ﹤0.01%
328
– –
NVG icon
496
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.67B
$30.8K ﹤0.01%
2,510
– –
ROK icon
497
Rockwell Automation
ROK
$50.1B
$28.6K ﹤0.01%
100
– –
BAM icon
498
Brookfield Asset Management
BAM
$87.1B
$26.8K ﹤0.01%
494
– –
RNST icon
499
Renasant Corp
RNST
$3.96B
$26.1K ﹤0.01%
730
– –
MHD icon
500
BlackRock MuniHoldings Fund
MHD
$604M
$23.3K ﹤0.01%
2,000
– –
18 19
20
21 22

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Pinnacle Financial Partners (Tennessee)'s Q1 2025 Portfolio in Review

As of Q1 2025, Pinnacle Financial Partners (Tennessee) held 538 positions worth $4.96B, up 0.5% from $4.94B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Pinnacle Financial Partners (Tennessee)'s Q1 2025 filing shows 21 new, 215 increased, 172 reduced and 15 closed positions. Its largest new stake was Blackrock: 21,239 shares worth $20.1M. The largest sale was CVS Health, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Healthcare.

  • Pinnacle Financial Partners (Tennessee)'s largest Q1 2025 buy was Blackrock: 21,239 shares worth $20.1M.
  • Pinnacle Financial Partners (Tennessee) added most to Nike in Q1 2025, an estimated $17.4M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q1 2025 reduction was CVS Health, cutting an estimated $18.5M.
  • Pinnacle Financial Partners (Tennessee) fully exited Innovator US Equity Power Buffer ETF September in Q1 2025, selling an estimated $1.56M.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 33% of its $4.96B portfolio in Q1 2025.
  • Pinnacle Financial Partners (Tennessee) opened 21 new positions and closed 15 in Q1 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value rose 0.5% quarter-over-quarter to $4.96B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2025, filed 28 Apr 2025.