Latest PINNACLE FINANCIAL PARTNERS INC Stock Portfolio

PINNACLE FINANCIAL PARTNERS INC Performance:

2025 Q3: 4.98%YTD: 9.63%2024: 12.18%

Performance for 2025 Q3 is 4.98%, and YTD is 9.63%, and 2024 is 12.18%.

About PINNACLE FINANCIAL PARTNERS INC and 13F Hedge Fund Stock Holdings

Pinnacle Financial Partners Inc is a hedge fund based in NASHVILLE, TN. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $698.8 Millions. In it's latest 13F Holdings report, Pinnacle Financial Partners Inc reported an equity portfolio of $4.2 Billions as of 30 Sep, 2025.

The top stock holdings of Pinnacle Financial Partners Inc are MSFT, SPY, AAPL. The fund has invested 4.4% of it's portfolio in MICROSOFT CORP and 4% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off HERSHEY CO (HSY), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ANHEUSER BUSCH INBEV SA/NV, NIKE INC (NKE) and DOLLAR GEN CORP NEW (DG). Pinnacle Financial Partners Inc opened new stock positions in J P MORGAN EXCHANGE TRADED F, VANGUARD INTL EQUITY INDEX F (VEU) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to GENUINE PARTS CO (GPC), ISHARES TR (AMPS) and FB FINL CORP (FBK).

PINNACLE FINANCIAL PARTNERS INC Annual Return Estimates Vs S&P 500

Our best estimate is that Pinnacle Financial Partners Inc made a return of 4.98% in the last quarter. In trailing 12 months, it's portfolio return was 9.4%.

New Buys

Ticker	$ Bought
j p morgan exchange traded f	38,025,800
vanguard intl equity index f	1,726,360
pimco income strategy fd	1,004,530
palantir technologies inc	558,936
mplx lp	449,550
invesco exch traded fd tr ii	433,449
ishares tr	394,678
uber technologies inc	353,574

New stocks bought by PINNACLE FINANCIAL PARTNERS INC

Additions

Ticker	% Inc.
genuine parts co	709
ishares tr	333
fb finl corp	302
vanguard world fd	301
vaneck etf trust	266
spdr index shs fds	82.02
morgan stanley	58.39
ishares tr	53.59

Additions to existing portfolio by PINNACLE FINANCIAL PARTNERS INC

Reductions

Ticker	% Reduced
anheuser busch inbev sa/nv	-95.88
nike inc	-95.82
dollar gen corp new	-92.96
qualcomm inc	-90.29
enbridge inc	-86.44
bank america corp	-83.69
ishares tr	-81.63
general dynamics corp	-78.47

PINNACLE FINANCIAL PARTNERS INC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-700,996
schwab strategic tr	-548,099
schwab strategic tr	-310,982
schwab strategic tr	-293,622
starwood ppty tr inc	-212,461
schwab strategic tr	-260,858
tc energy corp	-473,946
schwab strategic tr	-249,137

PINNACLE FINANCIAL PARTNERS INC got rid off the above stocks

Sector Distribution

Pinnacle Financial Partners Inc has about 38.6% of it's holdings in Others sector.

Sector	%
Others	38.6
Technology	16.3
Financial Services	11.1
Industrials	7.4
Healthcare	7.1
Consumer Cyclical	4.9
Communication Services	4.6
Consumer Defensive	3.8
Energy	3
Utilities	1.4

Market Cap. Distribution

Pinnacle Financial Partners Inc has about 58.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	38.6
MEGA-CAP	31.6
LARGE-CAP	26.9
MID-CAP	2.2

Stocks belong to which Index?

About 58.5% of the stocks held by Pinnacle Financial Partners Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	58.5
Others	40.5

Top 5 Winners (%)		%
FIX	comfort sys usa inc	53.9 %
INTC	intel corp	49.8 %
STRL	sterling infrastructure inc	47.2 %
GLW	corning inc	43.6 %
COOP	mr cooper group inc	41.3 %

Top 5 Winners ($)		$
AAPL	apple inc	41.0 M
GOOG	alphabet inc	37.1 M
GOOG	alphabet inc	18.4 M
SPY	spdr s&p 500 etf tr	15.5 M
NVDA	nvidia corporation	13.0 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc	-30.2 %
DXCM	dexcom inc	-22.9 %
FTNT	fortinet inc	-20.5 %
FIS	fidelity natl information sv	-18.1 %
ISRG	intuitive surgical inc	-17.7 %

Top 5 Losers ($)		$
PNFP	pinnacle finl partners inc	-11.2 M
CRM	salesforce inc	-4.7 M
V	visa inc	-4.6 M
CMG	chipotle mexican grill inc	-3.3 M
COST	costco whsl corp new	-2.9 M

PINNACLE FINANCIAL PARTNERS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PINNACLE FINANCIAL PARTNERS INC

Pinnacle Financial Partners Inc has 458 stocks in it's portfolio. About 27.5% of the portfolio is in top 10 stocks. PNFP proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Pinnacle Financial Partners Inc last quarter.

Last Reported on: 28 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.87	634,373	161,530,000	reduced	-23.5

AAXJ	ishares tr	0.29	107,408	12,231,600	added	9.46

AAXJ	ishares tr	0.26	89,151	10,654,400	reduced	-12.8

AAXJ	ishares tr	0.18	144,623	7,669,360	reduced	-25.39

AAXJ	ishares tr	0.14	86,787	5,886,760	reduced	-1.41

AAXJ	ishares tr	0.04	16,671	1,716,940	added	48.37

AAXJ	ishares tr	0.03	12,393	1,369,300	reduced	-51.35

AAXJ	ishares tr	0.02	8,690	705,543	added	17.35

AAXJ	ishares tr	0.01	16,202	592,183	added	53.59

AAXJ	ishares tr	0.01	7,558	394,678	new

AAXJ	ishares tr	0.01	2,787	378,057	added	46.68

AAXJ	ishares tr	0.01	3,449	328,172	new

AAXJ	ishares tr	0.01	3,544	293,195	unchanged	0.00

AAXJ	ishares tr	0.01	2,726	290,292	reduced	-81.63

ABBV	abbvie inc	1.00	181,236	41,963,400	added	5.64

ABC	cencora inc	0.01	975	304,718	added	1.46

ABT	abbott labs	0.39	122,698	16,434,200	added	21.01

ACN	accenture plc ireland	0.03	5,460	1,346,440	reduced	-8.92

ACWF	ishares tr	0.18	151,209	7,673,880	reduced	-8.2

ACWF	ishares tr	0.01	9,770	494,275	added	1.43