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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
+281.95%
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
MSFT icon
1
Microsoft
MSFT
$3.66T
$238M 5%
478,026
-89,898
-16% -$39M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$814B
$199M 4.18%
321,285
-11,454
-3% -$6.55M
VOO icon
3
Vanguard S&P 500 ETF
VOO
$1T
$195M 4.09%
342,541
-17,263
-5% -$9.07M
AAPL icon
4
Apple
AAPL
$4.46T
$170M 3.58%
829,224
-93,866
-10% -$19M
AMZN icon
5
Amazon
AMZN
$3.03T
$145M 3.05%
660,333
-224,738
-25% -$44.5M
JPM icon
6
JPMorgan Chase
JPM
$956B
$143M 3.01%
494,218
-119,507
-19% -$30.5M
V icon
7
Visa
V
$681B
$121M 2.54%
339,736
-90,454
-21% -$31.5M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.61T
$98.5M 2.07%
559,036
-255,268
-31% -$41.8M
IWF icon
9
iShares Russell 1000 Growth ETF
IWF
$126B
$75.7M 1.59%
713,076
-2,760
-0.4% -$264K
HCA icon
10
HCA Healthcare
HCA
$86.1B
$74.8M 1.57%
195,321
-58,274
-23% -$21M
VUG icon
11
Vanguard Morningstar Growth ETF
VUG
$229B
$74.8M 1.57%
1,024,092
+12,516
+1% +$824K
PNFP icon
12
Pinnacle Financial Partners Inc
PNFP
$16.3B
$74.4M 1.56%
673,448
+69,075
+11% +$7.13M
NVDA icon
13
NVIDIA
NVDA
$5.09T
$71.9M 1.51%
454,880
-22,849
-5% -$2.88M
XOM icon
14
ExxonMobil
XOM
$628B
$61.2M 1.29%
567,848
-156,901
-22% -$16.8M
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$233B
$59.2M 1.25%
1,038,845
-27,697
-3% -$1.48M
AXP icon
16
American Express
AXP
$234B
$56.7M 1.19%
177,727
+10,193
+6% +$2.87M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.59T
$49.4M 1.04%
278,207
-20,698
-7% -$3.42M
TJX icon
18
TJX Companies
TJX
$172B
$47.8M 1.01%
387,074
-268
-0.1% -$34K
UNH icon
19
UnitedHealth
UNH
$370B
$46.6M 0.98%
149,497
-86,952
-37% -$33.2M
UNP icon
20
Union Pacific
UNP
$173B
$46.2M 0.97%
200,947
-47,748
-19% -$10.6M
COST icon
21
Costco
COST
$417B
$45M 0.95%
45,431
+5,758
+15% +$5.72M
BRK.A icon
22
Berkshire Hathaway Class A
BRK.A
$1.1T
$37.9M 0.8%
52
– –
CRM icon
23
Salesforce
CRM
$154B
$36.2M 0.76%
132,764
-24,080
-15% -$6.44M
AGG icon
24
iShares Core US Aggregate Bond ETF
AGG
$138B
$35.8M 0.75%
361,007
+131,000
+57% +$12.8M
IVV icon
25
iShares Core S&P 500 ETF
IVV
$893B
$35.4M 0.74%
56,967
-8,549
-13% -$4.91M
1
2 3 4 5

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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.