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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
IGLB icon
526
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
– –
-34,815
Closed -$1.75M
IYY icon
527
iShares Dow Jones US ETF
IYY
$3.09B
– –
-5,884
Closed -$842K
JEF icon
528
Jefferies Financial Group
JEF
$12.9B
– –
-4,450
Closed -$238K
JKHY icon
529
Jack Henry & Associates
JKHY
$11.1B
– –
-1,387
Closed -$253K
JLL icon
530
Jones Lang LaSalle
JLL
$17B
– –
-77
Closed -$19.5K
JNK icon
531
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
– –
-2,216
Closed -$211K
LII icon
532
Lennox International
LII
$14.5B
– –
-209
Closed -$127K
LUV icon
533
Southwest Airlines
LUV
$22B
– –
-8,680
Closed -$292K
MCO icon
534
Moody's
MCO
$84.6B
– –
-2,602
Closed -$1.23M
MELI icon
535
Mercado Libre
MELI
$92.7B
– –
-405
Closed -$689K
MHD icon
536
BlackRock MuniHoldings Fund
MHD
$610M
– –
-2,000
Closed -$23.3K
MKTX icon
537
MarketAxess Holdings
MKTX
$5.72B
– –
-250
Closed -$56.5K
MOAT icon
538
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
– –
-373
Closed -$34.6K
MTD icon
539
Mettler-Toledo International
MTD
$28.7B
– –
-75
Closed -$91.8K
MVSTW
540
DELISTED
Microvast Holdings Warrants
MVSTW
– –
-10,000
Closed -$1.86K
MYI icon
541
BlackRock MuniYield Quality Fund III
MYI
$723M
– –
-1,200
Closed -$13.2K
NVG icon
542
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.69B
– –
-2,510
Closed -$30.8K
ODFL icon
543
Old Dominion Freight Line
ODFL
$44.7B
– –
-836
Closed -$147K
OLLI icon
544
Ollie's Bargain Outlet
OLLI
$4.7B
– –
-1,075
Closed -$118K
PGX icon
545
Invesco Preferred ETF
PGX
$3.77B
– –
-15,000
Closed -$168K
PICK icon
546
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.28B
– –
-2,571
Closed -$90K
PLTR icon
547
Palantir
PLTR
$430B
– –
-895
Closed -$67.7K
PSA icon
548
Public Storage
PSA
$61.4B
– –
-300
Closed -$89.8K
PYPL icon
549
PayPal
PYPL
$51.8B
– –
-4,255
Closed -$287K
RCL icon
550
Royal Caribbean
RCL
$82.9B
– –
-705
Closed -$163K
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.