We are live on ! Find out more
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
NOMD icon
501
Nomad Foods
NOMD
$1.63B
– –
-52
Closed -$883 –
O icon
502
Realty Income
O
$53.1B
– –
-45
Closed -$2.59K –
OGN icon
503
Organon & Co
OGN
$3.62B
– –
-188
Closed -$1.82K –
OKE icon
504
Oneok
OKE
$58.4B
– –
-3,143
Closed -$257K –
ONB icon
505
Old National Bancorp
ONB
$9.73B
– –
-1,395
Closed -$29.8K –
ONL icon
506
Orion Office REIT
ONL
$120M
– –
-4
Closed -$9 –
PECO icon
507
Phillips Edison & Co
PECO
$4.93B
– –
-3,687
Closed -$129K –
PFG icon
508
Principal Financial Group
PFG
$23.5B
– –
-664
Closed -$52.7K –
PPG icon
509
PPG Industries
PPG
$24.3B
– –
-225
Closed -$25.6K –
SAP icon
510
SAP
SAP
$260B
– –
-659
Closed -$200K –
SCCO icon
511
Southern Copper
SCCO
$173B
– –
-1,424
Closed -$137K –
SCHA icon
512
Schwab U.S Small- Cap ETF
SCHA
$21.6B
– –
-10,311
Closed -$261K –
SCHB icon
513
Schwab US Broad Market ETF
SCHB
$44.8B
– –
-13,050
Closed -$311K –
SCHE icon
514
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
– –
-8,266
Closed -$249K –
SCHF icon
515
Schwab International Equity ETF
SCHF
$67.5B
– –
-31,719
Closed -$701K –
SCHM icon
516
Schwab US Mid-Cap ETF
SCHM
$14.6B
– –
-19,540
Closed -$548K –
SCHX icon
517
Schwab US Large- Cap ETF
SCHX
$74.5B
– –
-12,014
Closed -$294K –
SGRY icon
518
Surgery Partners
SGRY
$1.93B
– –
-2,000
Closed -$44.5K –
SHM icon
519
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
– –
-6,226
Closed -$298K –
SLVM icon
520
Sylvamo
SLVM
$1.28B
– –
-95
Closed -$4.76K –
SNPS icon
521
Synopsys
SNPS
$87.9B
– –
-444
Closed -$228K –
SNY icon
522
Sanofi
SNY
$96.7B
– –
-6,339
Closed -$306K –
STWD icon
523
Starwood Property Trust
STWD
$4.68B
– –
-10,586
Closed -$212K –
TPR icon
524
Tapestry
TPR
$24B
– –
-300
Closed -$26.3K –
TRP icon
525
TC Energy
TRP
$63.6B
– –
-9,714
Closed -$474K –
18 19 20
21
22

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Stonegate Investment Group
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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.