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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
BLK icon
51
Blackrock
BLK
$178B
$22.7M 0.48%
21,601
+362
+2% +$342K
MU icon
52
Micron Technology
MU
$981B
$22.7M 0.48%
183,832
+20,605
+13% +$1.92M
SHW icon
53
Sherwin-Williams
SHW
$88.5B
$22.1M 0.46%
64,316
+2,290
+4% +$793K
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$112B
$21.3M 0.45%
195,087
+9,712
+5% +$1M
NFLX icon
55
Netflix
NFLX
$311B
$21.2M 0.45%
158,600
+83,260
+111% +$9.41M
QCOM icon
56
Qualcomm
QCOM
$171B
$20.9M 0.44%
131,342
-49,522
-27% -$7.29M
HON icon
57
Honeywell
HON
$72.9B
$20.8M 0.44%
95,004
-55,322
-37% -$11.2M
IJH icon
58
iShares Core S&P Mid-Cap ETF
IJH
$127B
$20.7M 0.44%
333,744
+9,288
+3% +$545K
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$114B
$20.6M 0.43%
100,645
+50,164
+99% +$9.72M
WMT icon
60
Walmart Inc
WMT
$901B
$20.2M 0.42%
206,268
+58,026
+39% +$5.53M
SHY icon
61
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$19.9M 0.42%
239,848
-35,915
-13% -$2.97M
TDG icon
62
TransDigm Group
TDG
$68.7B
$19.7M 0.42%
12,971
-287
-2% -$403K
BAC icon
63
Bank of America
BAC
$448B
$19.7M 0.41%
415,796
-31,882
-7% -$1.34M
PANW icon
64
Palo Alto Networks
PANW
$313B
$19.6M 0.41%
95,987
+13,398
+16% +$2.49M
KO icon
65
Coca-Cola
KO
$372B
$19.4M 0.41%
274,793
+2,168
+0.8% +$154K
MPWR icon
66
Monolithic Power Systems
MPWR
$68.9B
$19M 0.4%
25,954
+4,369
+20% +$2.78M
META icon
67
Meta Platforms (Facebook)
META
$1.53T
$18.7M 0.39%
25,353
-14,480
-36% -$8.95M
MDY icon
68
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$18.7M 0.39%
32,936
-204
-0.6% -$109K
VTEB icon
69
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$18.6M 0.39%
380,305
-199,264
-34% -$9.73M
CMCSA icon
70
Comcast
CMCSA
$91B
$17.9M 0.38%
501,027
-16,919
-3% -$585K
NKE icon
71
Nike
NKE
$61.3B
$17.8M 0.37%
250,430
-152,408
-38% -$9.15M
IWM icon
72
iShares Russell 2000 ETF
IWM
$81.8B
$17.7M 0.37%
82,159
-11,812
-13% -$2.38M
TMO icon
73
Thermo Fisher Scientific
TMO
$224B
$17.5M 0.37%
43,278
-13,592
-24% -$5.68M
DIA icon
74
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$17.4M 0.37%
39,559
-4
-0% -$1.66K
DHR icon
75
Danaher
DHR
$146B
$17.4M 0.37%
88,143
+12,853
+17% +$2.49M
1 2
3
4 5

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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.