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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
BBY icon
201
Best Buy
BBY
$18B
$2.77M 0.06%
41,191
+3,485
+9% +$237K
WMB icon
202
Williams Companies
WMB
$89.3B
$2.7M 0.06%
42,984
-90
-0.2% -$5.31K
APD icon
203
Air Products & Chemicals
APD
$68B
$2.7M 0.06%
9,566
-28,566
-75% -$7.82M
IEMG icon
204
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$2.66M 0.06%
44,339
+4,793
+12% +$267K
COF icon
205
Capital One
COF
$137B
$2.62M 0.06%
12,292
-248
-2% -$46.3K
T icon
206
AT&T
T
$168B
$2.57M 0.05%
88,799
+3,393
+4% +$93.5K
TSLA icon
207
Tesla
TSLA
$1.34T
$2.57M 0.05%
8,076
-973
-11% -$293K
RF icon
208
Regions Financial
RF
$27B
$2.5M 0.05%
106,422
-23,971
-18% -$507K
VTV icon
209
Vanguard Morningstar Value ETF
VTV
$194B
$2.49M 0.05%
14,075
+90
+0.6% +$15.2K
CL icon
210
Colgate-Palmolive
CL
$74.1B
$2.47M 0.05%
27,155
+59
+0.2% +$5.39K
TT icon
211
Trane Technologies
TT
$105B
$2.35M 0.05%
5,381
+215
+4% +$84.8K
PH icon
212
Parker-Hannifin
PH
$134B
$2.31M 0.05%
3,309
+75
+2% +$47.4K
SBRA icon
213
Sabra Healthcare REIT
SBRA
$5.15B
$2.3M 0.05%
124,660
-1,840
-1% -$32.7K
HSTM icon
214
HealthStream
HSTM
$849M
$2.3M 0.05%
83,011
– –
IWV icon
215
iShares Russell 3000 ETF
IWV
$20.6B
$2.24M 0.05%
6,396
+68
+1% +$22.1K
SPTS icon
216
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$2.24M 0.05%
76,433
-208
-0.3% -$6.07K
XLU icon
217
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$2.24M 0.05%
54,766
-5,180
-9% -$206K
MDT icon
218
Medtronic
MDT
$116B
$2.21M 0.05%
25,362
-133,344
-84% -$11.3M
IWN icon
219
iShares Russell 2000 Value ETF
IWN
$14.7B
$2.19M 0.05%
13,883
-523
-4% -$77.9K
RY icon
220
Royal Bank of Canada
RY
$299B
$2.16M 0.05%
16,399
-69
-0.4% -$8.44K
PFE icon
221
Pfizer
PFE
$153B
$2.13M 0.04%
87,709
-3,241
-4% -$75.6K
DFUS
222
Dimensional US Equity ETF
DFUS
$21.8B
$2.12M 0.04%
31,688
– –
SLYG icon
223
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.23B
$2.06M 0.04%
23,261
-26,611
-53% -$2.22M
UPS icon
224
United Parcel Service
UPS
$89.8B
$2.05M 0.04%
20,355
-72,822
-78% -$7.16M
MMM icon
225
3M
MMM
$94.2B
$1.98M 0.04%
13,038
-150
-1% -$21.4K
7 8
9
10 11

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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.