We are live on ! Find out more
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
BMY icon
126
Bristol-Myers Squibb
BMY
$130B
$9.64M 0.2%
208,206
-150,657
-42% -$7.4M
XLK icon
127
State Street Technology Select Sector SPDR ETF
XLK
$124B
$9.45M 0.2%
74,670
+11,616
+18% +$1.29M
CSCO icon
128
Cisco
CSCO
$488B
$9.36M 0.2%
134,923
+33,167
+33% +$2.04M
VRSN icon
129
VeriSign
VRSN
$25.7B
$9.33M 0.2%
32,299
-1
-0% -$271
CPAY icon
130
Corpay
CPAY
$26.5B
$9.3M 0.2%
28,016
-21
-0.1% -$6.85K
LHX icon
131
L3Harris
LHX
$52.8B
$9.07M 0.19%
36,164
-33
-0.1% -$7.58K
MDLZ icon
132
Mondelez International
MDLZ
$78.2B
$9.04M 0.19%
133,977
+4,127
+3% +$275K
MRK icon
133
Merck
MRK
$325B
$8.91M 0.19%
112,574
-42,807
-28% -$3.4M
VIOO icon
134
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.32B
$8.88M 0.19%
87,760
+295
+0.3% +$28.2K
MCD icon
135
McDonald's
MCD
$192B
$8.8M 0.19%
30,108
-2,185
-7% -$674K
VBR icon
136
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$8.79M 0.18%
45,070
+4,188
+10% +$775K
IJS icon
137
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$8.73M 0.18%
87,764
+8,435
+11% +$797K
WY icon
138
Weyerhaeuser
WY
$17.7B
$8.62M 0.18%
335,365
-12,900
-4% -$338K
BUD icon
139
AB InBev
BUD
$157B
$8.58M 0.18%
124,851
+86,819
+228% +$5.83M
ICSH icon
140
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$8.35M 0.18%
164,712
-1,010
-0.6% -$51.1K
IWS icon
141
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$8.28M 0.17%
62,640
+1,141
+2% +$143K
BNY
142
Bank of New York Mellon
BNY
$110B
$8.24M 0.17%
+90,425
New +$7.68M
SCHW
143
Charles Schwab
SCHW
$187B
$7.88M 0.17%
86,363
+67,904
+368% +$5.69M
SHEL icon
144
Shell
SHEL
$249B
$7.84M 0.16%
111,297
+7,773
+8% +$521K
GNRC icon
145
Generac Holdings
GNRC
$13.1B
$7.81M 0.16%
54,551
+1,499
+3% +$183K
MA icon
146
Mastercard
MA
$488B
$7.73M 0.16%
13,755
+867
+7% +$479K
IVE icon
147
iShares S&P 500 Value ETF
IVE
$49.9B
$7.69M 0.16%
39,360
-4,220
-10% -$786K
CB icon
148
Chubb
CB
$134B
$7.69M 0.16%
26,533
+3,711
+16% +$1.07M
ZTS icon
149
Zoetis
ZTS
$30.1B
$7.24M 0.15%
46,451
+65
+0.1% +$10.3K
IEF icon
150
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$7.11M 0.15%
74,288
-55,669
-43% -$5.26M
4 5
6
7 8

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
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 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.