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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
WFC icon
176
Wells Fargo
WFC
$264B
$3.93M 0.09%
46,858
-18,664
-28% -$1.51M
VRTX icon
177
Vertex Pharmaceuticals
VRTX
$126B
$3.81M 0.09%
9,719
+102
+1% +$42.6K
VCIT icon
178
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$3.73M 0.09%
44,325
-12,224
-22% -$1.02M
GPC icon
179
Genuine Parts
GPC
$18.7B
$3.69M 0.09%
26,655
+23,362
+709% +$3.13M
BAC icon
180
Bank of America
BAC
$442B
$3.5M 0.08%
67,831
-347,965
-84% -$17M
IEFA icon
181
iShares Core MSCI EAFE ETF
IEFA
$196B
$3.49M 0.08%
39,957
-38,246
-49% -$3.25M
BBY icon
182
Best Buy
BBY
$17.3B
$3.44M 0.08%
45,431
+4,240
+10% +$304K
QYLD icon
183
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.26B
$3.23M 0.08%
190,133
– –
EEM icon
184
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$3.22M 0.08%
60,232
+117
+0.2% +$5.88K
IEMG icon
185
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$3.16M 0.08%
47,941
+3,602
+8% +$225K
TRV icon
186
Travelers Companies
TRV
$80.2B
$3.11M 0.07%
11,141
-1
-0% -$268
VB icon
187
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$3.08M 0.07%
12,128
-382
-3% -$94.7K
GD icon
188
General Dynamics
GD
$106B
$2.99M 0.07%
8,782
-32,016
-78% -$10.1M
RF icon
189
Regions Financial
RF
$26.8B
$2.87M 0.07%
108,650
+2,228
+2% +$57.9K
ALL icon
190
Allstate
ALL
$67.5B
$2.86M 0.07%
13,307
-1,746
-12% -$352K
XLRE icon
191
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.59B
$2.8M 0.07%
66,545
-1,295
-2% -$54.2K
RSP icon
192
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$2.79M 0.07%
14,706
-8,274
-36% -$1.54M
VTV icon
193
Vanguard Morningstar Value ETF
VTV
$191B
$2.79M 0.07%
14,944
+869
+6% +$157K
DIS icon
194
Walt Disney
DIS
$181B
$2.79M 0.07%
24,326
-3,423
-12% -$403K
BMY icon
195
Bristol-Myers Squibb
BMY
$132B
$2.75M 0.07%
61,042
-147,164
-71% -$6.87M
WMB icon
196
Williams Companies
WMB
$86.1B
$2.71M 0.07%
42,851
-133
-0.3% -$7.8K
SYK icon
197
Stryker
SYK
$130B
$2.69M 0.06%
7,277
-185
-2% -$71.5K
XLE icon
198
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$2.64M 0.06%
59,078
-16,048
-21% -$703K
APD icon
199
Air Products & Chemicals
APD
$67.6B
$2.5M 0.06%
9,167
-399
-4% -$116K
T icon
200
AT&T
T
$163B
$2.42M 0.06%
85,622
-3,177
-4% -$90.2K
6 7
8
9 10

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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.