PFPT

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
DE icon
151
Deere & Co
DE
$175B
$6.47M 0.15%
14,142
-11,850
-46% -$5.84M
2014 Q2
45 quarters
TLT icon
152
iShares 20+ Year Treasury Bond ETF
TLT
$49B
$5.97M 0.14%
66,833
+7,418
+12% +$649K
2019 Q4
23 quarters
HYGV icon
153
Northern Trust High Yield Value-Scored Bond ETF
HYGV
$1.05B
$5.96M 0.14%
144,593
-6,822
-5% -$279K
2023 Q4
7 quarters
HWM icon
154
Howmet Aerospace
HWM
$86.8B
$5.96M 0.14%
30,352
-717
-2% -$131K
2025 Q2
1 quarter
VNQ icon
155
Vanguard Real Estate ETF
VNQ
$36.2B
$5.92M 0.14%
64,718
-976
-1% -$88.5K
2015 Q3
40 quarters
EFV icon
156
iShares MSCI EAFE Value ETF
EFV
$30.3B
$5.89M 0.14%
86,787
-1,237
-1% -$81.5K
2014 Q4
43 quarters
PEP icon
157
PepsiCo
PEP
$176B
$5.82M 0.14%
41,468
-7,860
-16% -$1.12M
2013 Q2
49 quarters
BIV icon
158
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
$5.73M 0.14%
73,377
-4,028
-5% -$312K
2015 Q4
39 quarters
MRK icon
159
Merck
MRK
$364B
$5.72M 0.14%
68,175
-44,399
-39% -$3.66M
2013 Q2
49 quarters
IJJ icon
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.43B
$5.7M 0.14%
43,961
-13
-0% -$1.67K
2013 Q2
49 quarters
IEF icon
161
iShares 7-10 Year Treasury Bond ETF
IEF
$41.4B
$5.7M 0.14%
59,102
-15,186
-20% -$1.45M
2023 Q1
10 quarters
XSOE icon
162
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.99B
$5.68M 0.14%
149,781
+13,689
+10% +$490K
2020 Q4
19 quarters
BSX icon
163
Boston Scientific
BSX
$62.3B
$5.65M 0.14%
57,913
-5,923
-9% -$613K
2019 Q3
24 quarters
C icon
164
Citigroup
C
$205B
$5.51M 0.13%
54,285
+6,069
+13% +$576K
2015 Q3
40 quarters
KKR icon
165
KKR & Co
KKR
$76.8B
$5.45M 0.13%
41,919
+262
+0.6% +$37.2K
2017 Q2
33 quarters
SCHD icon
166
Schwab US Dividend Equity ETF
SCHD
$112B
$5.19M 0.12%
189,994
-2,126
-1% -$58K
2023 Q4
7 quarters
NEE icon
167
NextEra Energy
NEE
$163B
$5.18M 0.12%
68,579
+515
+0.8% +$37.6K
2015 Q3
40 quarters
AZO icon
168
AutoZone
AZO
$47.1B
$5.03M 0.12%
1,172
-2,433
-67% -$9.76M
2017 Q4
31 quarters
CAT icon
169
Caterpillar
CAT
$344B
$4.86M 0.12%
10,184
-5,842
-36% -$2.49M
2013 Q2
49 quarters
ADI icon
170
Analog Devices
ADI
$196B
$4.81M 0.12%
19,574
+2,815
+17% +$677K
2022 Q3
12 quarters
RTX icon
171
RTX Corp
RTX
$251B
$4.49M 0.11%
26,855
+75
+0.3% +$11.6K
2013 Q2
49 quarters
LOW icon
172
Lowe's Companies
LOW
$106B
$4.48M 0.11%
17,840
-1,161
-6% -$285K
2017 Q2
33 quarters
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
$4.13M 0.1%
82,431
-297,874
-78% -$14.6M
2017 Q4
31 quarters
TSLA icon
174
Tesla
TSLA
$1.45T
$4.01M 0.1%
9,011
+935
+12% +$324K
2021 Q3
16 quarters
NHI icon
175
National Health Investors
NHI
$3.21B
$4M 0.1%
50,252
– –
2013 Q2
49 quarters
5 6
7
8 9

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WKKFT
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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.