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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
+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

Top Buys

Rank Stock Value
1
JFLX
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 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DE icon
151
Deere & Co
DE
$168B
$6.47M 0.15%
14,142
-11,850
-46% -$5.84M
TLT icon
152
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$5.97M 0.14%
66,833
+7,418
+12% +$649K
HYGV icon
153
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$5.96M 0.14%
144,593
-6,822
-5% -$279K
HWM icon
154
Howmet Aerospace
HWM
$112B
$5.96M 0.14%
30,352
-717
-2% -$131K
VNQ icon
155
Vanguard Real Estate ETF
VNQ
$39B
$5.92M 0.14%
64,718
-976
-1% -$88.5K
EFV icon
156
iShares MSCI EAFE Value ETF
EFV
$29.4B
$5.89M 0.14%
86,787
-1,237
-1% -$81.5K
PEP icon
157
PepsiCo
PEP
$190B
$5.82M 0.14%
41,468
-7,860
-16% -$1.12M
BIV icon
158
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$5.73M 0.14%
73,377
-4,028
-5% -$312K
MRK icon
159
Merck
MRK
$318B
$5.72M 0.14%
68,175
-44,399
-39% -$3.66M
IJJ icon
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.97B
$5.7M 0.14%
43,961
-13
-0% -$1.67K
IEF icon
161
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$5.7M 0.14%
59,102
-15,186
-20% -$1.45M
XSOE icon
162
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$5.68M 0.14%
149,781
+13,689
+10% +$490K
BSX icon
163
Boston Scientific
BSX
$71.5B
$5.65M 0.14%
57,913
-5,923
-9% -$613K
C icon
164
Citigroup
C
$226B
$5.51M 0.13%
54,285
+6,069
+13% +$576K
KKR icon
165
KKR & Co
KKR
$92.3B
$5.45M 0.13%
41,919
+262
+0.6% +$37.2K
SCHD icon
166
Schwab US Dividend Equity ETF
SCHD
$105B
$5.19M 0.12%
189,994
-2,126
-1% -$58K
NEE icon
167
NextEra Energy
NEE
$177B
$5.18M 0.12%
68,579
+515
+0.8% +$37.6K
AZO icon
168
AutoZone
AZO
$51.1B
$5.03M 0.12%
1,172
-2,433
-67% -$9.76M
CAT icon
169
Caterpillar
CAT
$387B
$4.86M 0.12%
10,184
-5,842
-36% -$2.49M
ADI icon
170
Analog Devices
ADI
$190B
$4.81M 0.12%
19,574
+2,815
+17% +$677K
RTX icon
171
RTX Corp
RTX
$301B
$4.49M 0.11%
26,855
+75
+0.3% +$11.6K
LOW icon
172
Lowe's Companies
LOW
$125B
$4.48M 0.11%
17,840
-1,161
-6% -$285K
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$4.13M 0.1%
82,431
-297,874
-78% -$14.6M
TSLA icon
174
Tesla
TSLA
$1.3T
$4.01M 0.1%
9,011
+935
+12% +$324K
NHI icon
175
National Health Investors
NHI
$3.65B
$4M 0.1%
50,252
– –
5 6
7
8 9

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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 Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

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.