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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
SMH icon
476
VanEck Semiconductor ETF
SMH
$72B
$53K ﹤0.01%
190
– –
PFG icon
477
Principal Financial Group
PFG
$24.4B
$52.7K ﹤0.01%
664
– –
FBK icon
478
FB Financial Corp
FBK
$3.1B
$46.5K ﹤0.01%
1,026
– –
SOLV icon
479
Solventum
SOLV
$14.5B
$45.7K ﹤0.01%
602
– –
SGRY icon
480
Surgery Partners
SGRY
$2.01B
$44.5K ﹤0.01%
2,000
– –
UA icon
481
Under Armour Class C
UA
$2.2B
$38.9K ﹤0.01%
6,000
– –
KMX icon
482
CarMax
KMX
$8.33B
$35.5K ﹤0.01%
528
-1,858
-78% -$125K
WEC icon
483
WEC Energy
WEC
$35.6B
$34.2K ﹤0.01%
328
– –
ONB icon
484
Old National Bancorp
ONB
$10.4B
$29.8K ﹤0.01%
1,395
-3,051
-69% -$63.1K
BSL
485
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$170M
$28.9K ﹤0.01%
2,018
-5,922
-75% -$83.4K
BAM icon
486
Brookfield Asset Management
BAM
$87.1B
$27.3K ﹤0.01%
494
– –
TPR icon
487
Tapestry
TPR
$31.1B
$26.3K ﹤0.01%
300
– –
PPG icon
488
PPG Industries
PPG
$25.5B
$25.6K ﹤0.01%
225
-400
-64% -$43.3K
AMPH icon
489
Amphastar Pharmaceuticals
AMPH
$850M
$23K ﹤0.01%
1,000
– –
VERU icon
490
Veru
VERU
$46.7M
$11.6K ﹤0.01%
+2,000
New +$11.2K
ETY icon
491
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.35B
$9.73K ﹤0.01%
629
-8,493
-93% -$122K
KD icon
492
Kyndryl
KD
$2.85B
$4.83K ﹤0.01%
115
– –
SLVM icon
493
Sylvamo
SLVM
$1.53B
$4.76K ﹤0.01%
95
– –
WFC.PRL icon
494
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.65B
$3.52K ﹤0.01%
3
-50
-94% -$58.2K
O icon
495
Realty Income
O
$59.2B
$2.59K ﹤0.01%
45
-4,518
-99% -$255K
CFG icon
496
Citizens Financial Group
CFG
$31.1B
$2.55K ﹤0.01%
57
– –
OGN icon
497
Organon & Co
OGN
$3.59B
$1.82K ﹤0.01%
188
– –
WBD icon
498
Warner Bros
WBD
$69.3B
$1.73K ﹤0.01%
151
– –
KHC icon
499
Kraft Heinz
KHC
$29.1B
$1.55K ﹤0.01%
60
– –
EMN icon
500
Eastman Chemical
EMN
$8.29B
$1.42K ﹤0.01%
19
– –
18 19
20
21 22

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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.