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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
FLS icon
501
Flowserve
FLS
$10.3B
$1.41K ﹤0.01%
27
– –
WBA
502
DELISTED
Walgreens Boots Alliance
WBA
$1.15K ﹤0.01%
100
– –
CTSH icon
503
Cognizant
CTSH
$26.8B
$1.09K ﹤0.01%
14
– –
NOMD icon
504
Nomad Foods
NOMD
$1.68B
$883 ﹤0.01%
52
– –
LEA icon
505
Lear
LEA
$8.12B
$855 ﹤0.01%
9
– –
VTRS icon
506
Viatris
VTRS
$18.5B
$411 ﹤0.01%
46
– –
ONL
507
Orion Office REIT
ONL
$159M
$9 ﹤0.01%
4
– –
AAON icon
508
Aaon
AAON
$7.4B
– –
-1,125
Closed -$132K
AN icon
509
AutoNation
AN
$6.88B
– –
-115
Closed -$19.5K
ANSS
510
DELISTED
Ansys
ANSS
– –
-270
Closed -$91.1K
CALF icon
511
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.89B
– –
-27,815
Closed -$1.04M
CHD icon
512
Church & Dwight Co
CHD
$24B
– –
-560
Closed -$58.6K
CMI icon
513
Cummins
CMI
$86.9B
– –
-400
Closed -$139K
CP icon
514
Canadian Pacific Kansas City
CP
$82.5B
– –
-4,854
Closed -$345K
DKNG icon
515
DraftKings
DKNG
$12.6B
– –
-5,825
Closed -$217K
ED icon
516
Consolidated Edison
ED
$40B
– –
-2,317
Closed -$256K
EOS
517
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
– –
-6,755
Closed -$162K
ETR icon
518
Entergy
ETR
$49.8B
– –
-2,718
Closed -$232K
EXAS
519
DELISTED
Exact Sciences
EXAS
– –
-2,710
Closed -$152K
FDS icon
520
Factset
FDS
$10.2B
– –
-100
Closed -$48K
GM icon
521
General Motors
GM
$76B
– –
-9,609
Closed -$512K
HEI.A icon
522
HEICO Corp Class A
HEI.A
$38.1B
– –
-901
Closed -$168K
HES
523
DELISTED
Hess
HES
– –
-413
Closed -$54.9K
HHH icon
524
Howard Hughes
HHH
$4.06B
– –
-21,572
Closed -$1.64M
IBKR icon
525
Interactive Brokers
IBKR
$41.8B
– –
-1,480
Closed -$65.4K
19 20
21
22 23

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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.