Pinnacle Financial Partners (Tennessee) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$12.8M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$9.72M |
| 3 |
Netflix
NFLX
|
+$9.41M |
| 4 |
BNY
Bank of New York Mellon
BNY
|
+$7.68M |
| 5 |
Pinnacle Financial Partners Inc
PNFP
|
+$7.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$44.5M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$41.8M |
| 3 |
Microsoft
MSFT
|
+$39M |
| 4 |
UnitedHealth
UNH
|
+$33.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Raymond James Financial
RJF
$34.7B
| – | – |
-442
| Closed | -$68.7K |
|
552
ResMed
RMD
$32.6B
| – | – |
-450
| Closed | -$103K |
|
553
Rockwell Automation
ROK
$50B
| – | – |
-100
| Closed | -$28.6K |
|
554
Schwab 1000 Index ETF
SCHK
$5.93B
| – | – |
-2,000
| Closed | -$56.6K |
|
555
Teradyne
TER
$63.2B
| – | – |
-146
| Closed | -$18.4K |
|
|
JAJL
556
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$274M
| – | – |
-57,128
| Closed | -$1.55M |
|
|
UCB
557
United Community Banks
UCB
$4.39B
| – | – |
-94
| Closed | -$3.04K |
|
|
AZPN
558
DELISTED
Aspen Technology Inc
AZPN
| – | – |
-296
| Closed | -$73.9K |
|
|
VCSA
559
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| – | – |
-622
| Closed | -$3.05K |
|
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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.