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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
JEPI icon
101
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
$12.7M 0.27%
222,619
+32,815
+17% +$1.82M
MRVL icon
102
Marvell Technology
MRVL
$191B
$12.6M 0.27%
162,792
+21,633
+15% +$1.35M
MO icon
103
Altria Group
MO
$109B
$12.6M 0.27%
214,869
+1,308
+0.6% +$76.8K
LIN icon
104
Linde
LIN
$226B
$12.3M 0.26%
26,168
+47
+0.2% +$21.5K
IEI icon
105
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$12.2M 0.26%
102,232
-18,488
-15% -$2.18M
CM icon
106
Canadian Imperial Bank of Commerce
CM
$109B
$12.1M 0.26%
171,155
-30,392
-15% -$1.96M
BMO icon
107
Bank of Montreal
BMO
$127B
$12.1M 0.25%
109,386
-5,621
-5% -$566K
GD icon
108
General Dynamics
GD
$106B
$11.9M 0.25%
40,798
-22,430
-35% -$6.17M
FISV
109
Fiserv Inc
FISV
$28B
$11.8M 0.25%
68,189
+238
+0.4% +$43.2K
SPSB icon
110
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$11.7M 0.25%
389,118
+1,876
+0.5% +$56.3K
SO icon
111
Southern Company
SO
$106B
$11.7M 0.25%
127,910
+2,419
+2% +$217K
ISRG icon
112
Intuitive Surgical
ISRG
$142B
$11.5M 0.24%
21,168
-2,678
-11% -$1.4M
STIP icon
113
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$11.3M 0.24%
109,821
+35,102
+47% +$3.6M
FAST icon
114
Fastenal
FAST
$60.1B
$11.2M 0.23%
265,762
+4,582
+2% +$186K
ORCL icon
115
Oracle
ORCL
$419B
$11.2M 0.23%
51,035
-7,788
-13% -$1.26M
EFG icon
116
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$11M 0.23%
98,127
+2,996
+3% +$316K
CMG icon
117
Chipotle Mexican Grill
CMG
$40.5B
$11M 0.23%
195,493
+6,768
+4% +$344K
LH icon
118
Labcorp
LH
$26.1B
$10.8M 0.23%
41,292
-6
-0% -$1.46K
AEP icon
119
American Electric Power
AEP
$67.3B
$10.6M 0.22%
102,266
+145
+0.1% +$15.1K
IGSB icon
120
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$10.2M 0.22%
193,833
-14,219
-7% -$743K
IVW icon
121
iShares S&P 500 Growth ETF
IVW
$76.9B
$10.1M 0.21%
91,625
-764
-0.8% -$75.6K
OMC icon
122
Omnicom Group
OMC
$23.6B
$9.98M 0.21%
138,659
-1,565
-1% -$116K
IWR icon
123
iShares Russell Mid-Cap ETF
IWR
$57.7B
$9.97M 0.21%
108,379
+39,711
+58% +$3.43M
VONG icon
124
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$9.77M 0.21%
89,492
+16,276
+22% +$1.6M
VEU icon
125
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$9.74M 0.21%
144,958
-1,597
-1% -$101K
3 4
5
6 7

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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.