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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
ASML icon
151
ASML
ASML
$700B
$7.09M 0.15%
8,848
+266
+3% +$191K
BSX icon
152
Boston Scientific
BSX
$73.8B
$6.86M 0.14%
63,836
+63,781
+115,965% +$6.45M
MS icon
153
Morgan Stanley
MS
$346B
$6.79M 0.14%
48,233
+23,576
+96% +$2.9M
IEFA icon
154
iShares Core MSCI EAFE ETF
IEFA
$196B
$6.53M 0.14%
78,203
-8,904
-10% -$707K
PEP icon
155
PepsiCo
PEP
$187B
$6.51M 0.14%
49,328
-61,577
-56% -$8.29M
OEF icon
156
iShares S&P 100 ETF
OEF
$20.4B
$6.45M 0.14%
+21,178
New +$5.9M
OTIS icon
157
Otis Worldwide
OTIS
$27.8B
$6.41M 0.13%
64,771
-214
-0.3% -$20.7K
CAT icon
158
Caterpillar
CAT
$398B
$6.22M 0.13%
16,026
-1,949
-11% -$650K
HYGV icon
159
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
$6.21M 0.13%
151,415
+20,436
+16% +$818K
DXCM icon
160
DexCom
DXCM
$33.6B
$6.05M 0.13%
69,357
+13,622
+24% +$1.07M
VBK icon
161
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$6.03M 0.13%
21,768
+167
+0.8% +$43K
BIV icon
162
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$5.99M 0.13%
77,405
+369
+0.5% +$28.1K
BX icon
163
Blackstone
BX
$109B
$5.88M 0.12%
39,291
-766
-2% -$105K
VNQ icon
164
Vanguard Real Estate ETF
VNQ
$38.4B
$5.85M 0.12%
65,694
-8,218
-11% -$725K
DUK icon
165
Duke Energy
DUK
$96.1B
$5.84M 0.12%
49,493
-77,926
-61% -$9.2M
HWM icon
166
Howmet Aerospace
HWM
$113B
$5.78M 0.12%
+31,069
New +$4.78M
TFC icon
167
Truist Financial
TFC
$64B
$5.78M 0.12%
134,446
+83
+0.1% +$3.25K
EFV icon
168
iShares MSCI EAFE Value ETF
EFV
$30.1B
$5.59M 0.12%
88,024
+10,517
+14% +$643K
KKR icon
169
KKR & Co
KKR
$98.6B
$5.54M 0.12%
41,657
-774
-2% -$90.6K
DG icon
170
Dollar General
DG
$26.1B
$5.45M 0.11%
47,636
-1,703
-3% -$169K
IJJ icon
171
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.98B
$5.43M 0.11%
43,974
+6,444
+17% +$758K
LYTS icon
172
LSI Industries
LYTS
$918M
$5.41M 0.11%
318,197
– –
LQD icon
173
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$5.32M 0.11%
48,518
-7,767
-14% -$833K
WFC icon
174
Wells Fargo
WFC
$267B
$5.25M 0.11%
65,522
-1,112
-2% -$80.2K
TLT icon
175
iShares 20+ Year Treasury Bond ETF
TLT
$40.7B
$5.24M 0.11%
59,415
-52,782
-47% -$4.6M
5 6
7
8 9

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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.