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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
ENB icon
176
Enbridge
ENB
$113B
$5.13M 0.11%
113,086
-77,769
-41% -$3.53M
SCHD icon
177
Schwab US Dividend Equity ETF
SCHD
$107B
$5.09M 0.11%
192,120
+545
+0.3% +$14.2K
USB icon
178
US Bancorp
USB
$101B
$5.07M 0.11%
111,956
-374,292
-77% -$15.7M
NEE icon
179
NextEra Energy
NEE
$178B
$4.72M 0.1%
68,064
+1,699
+3% +$118K
XSOE icon
180
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.11B
$4.69M 0.1%
136,092
+2,101
+2% +$67.3K
VCIT icon
181
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
$4.69M 0.1%
56,549
-29,081
-34% -$2.36M
VRTX icon
182
Vertex Pharmaceuticals
VRTX
$134B
$4.28M 0.09%
9,617
+263
+3% +$121K
GLW icon
183
Corning
GLW
$144B
$4.25M 0.09%
80,785
+74,313
+1,148% +$3.48M
LOW icon
184
Lowe's Companies
LOW
$122B
$4.22M 0.09%
19,001
+661
+4% +$148K
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$4.18M 0.09%
22,980
-755
-3% -$130K
C icon
186
Citigroup
C
$231B
$4.1M 0.09%
48,216
+29,662
+160% +$2.14M
ADI icon
187
Analog Devices
ADI
$187B
$3.99M 0.08%
16,759
+3,279
+24% +$683K
RTX icon
188
RTX Corp
RTX
$298B
$3.91M 0.08%
26,780
-3,579
-12% -$477K
NHI icon
189
National Health Investors
NHI
$3.49B
$3.52M 0.07%
50,252
-250
-0.5% -$18.3K
DIS icon
190
Walt Disney
DIS
$178B
$3.44M 0.07%
27,749
-742
-3% -$77.1K
XLE icon
191
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$3.19M 0.07%
75,126
-21,618
-22% -$900K
QYLD icon
192
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.28B
$3.18M 0.07%
190,133
– –
ALL icon
193
Allstate
ALL
$65.3B
$3.03M 0.06%
15,053
+113
+0.8% +$22.5K
TRV icon
194
Travelers Companies
TRV
$78.2B
$2.98M 0.06%
11,142
+94
+0.9% +$24.8K
VB icon
195
Vanguard Morningstar Small-Cap ETF
VB
$83B
$2.96M 0.06%
12,510
-3,162
-20% -$705K
SYK icon
196
Stryker
SYK
$132B
$2.95M 0.06%
7,462
+538
+8% +$201K
EEM icon
197
iShares MSCI Emerging Markets ETF
EEM
$30.3B
$2.9M 0.06%
60,115
+46,045
+327% +$2.07M
AFL icon
198
Aflac
AFL
$60.9B
$2.88M 0.06%
27,285
-308
-1% -$32.4K
SHV icon
199
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$2.81M 0.06%
25,473
+4,566
+22% +$503K
XLRE icon
200
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
$2.81M 0.06%
67,840
+17,099
+34% +$702K
6 7
8
9 10

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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.