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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
+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
23.8 quarters
Top 10 Avg Time Held
21.7 quarters
Top 20 Avg Time Held
23.8 quarters

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
WMT icon
51
Walmart Inc
WMT
$909B
$22.3M 0.54%
216,793
+10,525
+5% +$1.05M
2013 Q2
49 quarters
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$122B
$21.3M 0.51%
326,068
-7,676
-2% -$493K
2013 Q2
49 quarters
SPGI icon
53
S&P Global
SPGI
$120B
$21.2M 0.51%
43,503
-6,107
-12% -$3.27M
2017 Q2
33 quarters
TMO icon
54
Thermo Fisher Scientific
TMO
$248B
$20.9M 0.5%
43,163
-115
-0.3% -$53.5K
2017 Q4
31 quarters
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$20.5M 0.49%
379,276
-235,651
-38% -$12.1M
2014 Q3
44 quarters
VIG icon
56
Vanguard Dividend Appreciation ETF
VIG
$112B
$20.5M 0.49%
94,927
-5,718
-6% -$1.2M
2016 Q3
36 quarters
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.12T
$20M 0.48%
39,787
-13,348
-25% -$6.47M
2013 Q2
49 quarters
NOW icon
58
ServiceNow
NOW
$143B
$19.8M 0.48%
107,825
-9,815
-8% -$1.83M
2019 Q3
24 quarters
PM icon
59
Philip Morris
PM
$315B
$18.8M 0.45%
115,930
-18,121
-14% -$3.05M
2013 Q2
49 quarters
MDY icon
60
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.4B
$18.8M 0.45%
31,461
-1,475
-4% -$866K
2014 Q1
46 quarters
SHY icon
61
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
$18.4M 0.44%
221,688
-18,160
-8% -$1.5M
2020 Q4
19 quarters
PANW icon
62
Palo Alto Networks
PANW
$310B
$18.3M 0.44%
89,646
-6,341
-7% -$1.21M
2023 Q1
10 quarters
KO icon
63
Coca-Cola
KO
$392B
$17.9M 0.43%
269,869
-4,924
-2% -$339K
2013 Q2
49 quarters
IWP icon
64
iShares Russell Mid-Cap Growth ETF
IWP
$19.3B
$17.9M 0.43%
125,430
+3,949
+3% +$558K
2013 Q4
47 quarters
LVHI icon
65
Franklin International Low Volatility High Dividend Index ETF
LVHI
$6.01B
$17.7M 0.42%
509,072
+77,381
+18% +$2.63M
2023 Q3
8 quarters
AVGO icon
66
Broadcom
AVGO
$1.67T
$17.5M 0.42%
53,093
+1,539
+3% +$472K
2019 Q4
23 quarters
SNA icon
67
Snap-on
SNA
$18.7B
$17.4M 0.42%
50,342
+360
+0.7% +$118K
2022 Q1
14 quarters
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$80.6B
$16.8M 0.4%
119,540
+3,508
+3% +$482K
2016 Q2
37 quarters
IJT icon
69
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.51B
$16.8M 0.4%
118,435
-10,949
-8% -$1.51M
2013 Q2
49 quarters
QQQ icon
70
Invesco QQQ Trust
QQQ
$491B
$16.7M 0.4%
27,790
+775
+3% +$444K
2019 Q1
26 quarters
ABT icon
71
Abbott
ABT
$177B
$16.4M 0.39%
122,698
+21,301
+21% +$2.8M
2014 Q2
45 quarters
TBLL icon
72
Invesco Short Term Treasury ETF
TBLL
$2.9B
$15.8M 0.38%
149,109
-11,841
-7% -$1.25M
2024 Q2
5 quarters
TMUS icon
73
T-Mobile US
TMUS
$165B
$15.6M 0.37%
65,044
+148
+0.2% +$35.8K
2021 Q1
18 quarters
TDG icon
74
TransDigm Group
TDG
$61B
$15.4M 0.37%
11,714
-1,257
-10% -$1.8M
2021 Q3
16 quarters
VZ icon
75
Verizon
VZ
$182B
$15.1M 0.36%
343,850
-23,651
-6% -$1.02M
2013 Q2
49 quarters
1 2
3
4 5

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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.