We are live on ! Find out more
Pinnacle Financial Partners (Tennessee)

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B Turnover 19.78%
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
6 years
Top 10 Avg Time Held
5.4 years
Top 20 Avg Time Held
5.9 years

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
SCHW icon
126
Charles Schwab
SCHW
$163B
$9.13M 0.22%
95,607
+9,244
+11% +$877K
2021 Q3
16 quarters
VRSN icon
127
VeriSign
VRSN
$27.5B
$8.91M 0.21%
31,869
-430
-1% -$120K
2024 Q3
4 quarters
SHEL icon
128
Shell
SHEL
$295B
$8.56M 0.21%
119,684
+8,387
+8% +$604K
2022 Q3
12 quarters
DUK icon
129
Duke Energy
DUK
$92.7B
$8.44M 0.2%
68,198
+18,705
+38% +$2.27M
2013 Q2
49 quarters
MDLZ icon
130
Mondelez International
MDLZ
$80.4B
$8.23M 0.2%
131,796
-2,181
-2% -$141K
2013 Q2
49 quarters
WY icon
131
Weyerhaeuser
WY
$14B
$8.16M 0.2%
329,135
-6,230
-2% -$159K
2016 Q1
38 quarters
IVE icon
132
iShares S&P 500 Value ETF
IVE
$49.9B
$8.08M 0.19%
39,131
-229
-0.6% -$46K
2013 Q2
49 quarters
TFC icon
133
Truist Financial
TFC
$56.9B
$7.99M 0.19%
174,839
+40,393
+30% +$1.82M
2016 Q4
35 quarters
EOG icon
134
EOG Resources
EOG
$80.1B
$7.97M 0.19%
71,114
-55,392
-44% -$6.61M
2019 Q4
23 quarters
CPAY icon
135
Corpay
CPAY
$26.7B
$7.95M 0.19%
27,604
-412
-1% -$131K
2021 Q3
16 quarters
GLW icon
136
Corning
GLW
$119B
$7.83M 0.19%
95,504
+14,719
+18% +$962K
2022 Q1
14 quarters
CB icon
137
Chubb
CB
$136B
$7.82M 0.19%
27,700
+1,167
+4% +$321K
2016 Q1
38 quarters
MA icon
138
Mastercard
MA
$540B
$7.82M 0.19%
13,742
-13
-0.1% -$7.47K
2013 Q2
49 quarters
CMG icon
139
Chipotle Mexican Grill
CMG
$38.7B
$7.68M 0.18%
195,907
+414
+0.2% +$18.6K
2020 Q2
21 quarters
ICSH icon
140
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.88B
$7.67M 0.18%
151,209
-13,503
-8% -$684K
2018 Q4
27 quarters
IGSB icon
141
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$7.67M 0.18%
144,623
-49,210
-25% -$2.6M
2017 Q4
31 quarters
LYTS icon
142
LSI Industries
LYTS
$755M
$7.51M 0.18%
318,197
– –
2022 Q3
12 quarters
VCSH icon
143
Vanguard Short-Term Corporate Bond ETF
VCSH
$44B
$7.45M 0.18%
93,177
-102,933
-52% -$8.19M
2016 Q3
36 quarters
ISRG icon
144
Intuitive Surgical
ISRG
$151B
$7.2M 0.17%
16,108
-5,060
-24% -$2.43M
2022 Q1
14 quarters
OTIS icon
145
Otis Worldwide
OTIS
$26.8B
$7.09M 0.17%
77,492
+12,721
+20% +$1.15M
2020 Q2
21 quarters
OEF icon
146
iShares S&P 100 ETF
OEF
$20.6B
$7.05M 0.17%
21,178
– –
2025 Q2
1 quarter
BX icon
147
Blackstone
BX
$87.1B
$6.85M 0.16%
40,122
+831
+2% +$142K
2016 Q4
35 quarters
HON icon
148
Honeywell
HON
$66.7B
$6.77M 0.16%
34,134
-60,870
-64% -$12.7M
2013 Q2
49 quarters
EMR icon
149
Emerson Electric
EMR
$90.4B
$6.63M 0.16%
50,531
-131,490
-72% -$17.9M
2015 Q3
40 quarters
VBK icon
150
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.7B
$6.55M 0.16%
22,012
+244
+1% +$70.4K
2017 Q2
33 quarters
4 5
6
7 8

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
Stonegate Investment Group
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
W.K. Kellogg Foundation Trust
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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.