Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,128 positions
ISHARES RUSSELL 1000 VALUE ETF | 3.3M | $789.6M | 5.4% | $208.24 | +21.01% | 3 qtrssince 2025-Q4 | Increased 62 |
iShares Trust RUS 1000 GRW ETF | 5.6M | $694.8M | 4.7% | $118.02 | +7.70% | 3 qtrssince 2025-Q4 | Increased 94 |
Coca-Cola Co (The) | 7.2M | $584.6M | 4.0% | $68.58 | +27.99% | 3 qtrssince 2025-Q4 | Decreased 0 |
GLOBAL PMTS INC | 6.9M | $503.4M | 3.4% | $76.64 | +8.01% | 3 qtrssince 2025-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 561,289 | $419.2M | 2.9% | $676.64 | +14.38% | 3 qtrssince 2025-Q4 | Decreased 0 |
Apple Inc. | 1.4M | $419M | 2.9% | $271.12 | +25.56% | 3 qtrssince 2025-Q4 | Decreased 0 |
PINNACLE FINL PARTNERS INC COM | 3.4M | $344.7M | 2.4% | $85.30 | +10.98% | 2 qtrssince 2026-Q1 | Decreased 0 |
iShares Trust RUSSELL 2000 ETF | 1.1M | $324.7M | 2.2% | $245.09 | +13.25% | 3 qtrssince 2025-Q4 | Increased 54 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 4.1M | $290.8M | 2.0% | $62.21 | +12.29% | 3 qtrssince 2025-Q4 | Increased 50 |
NVIDIA Corp. | 1.4M | $271.7M | 1.9% | $186.07 | +23.87% | 3 qtrssince 2025-Q4 | Increased 48 |
Microsoft Corp. | 718,355 | $268M | 1.8% | $480.12 | +8.85% | 3 qtrssince 2025-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 625,348 | $256.1M | 1.7% | $371.40 | +13.76% | 3 qtrssince 2025-Q4 | Increased 50 |
Vanguard Index Funds S&P 500 ETF SHS | 349,813 | $240.3M | 1.6% | $623.26 | +14.12% | 3 qtrssince 2025-Q4 | Increased 50 |
Alphabet Inc. | 636,973 | $227.6M | 1.6% | $312.43 | +11.48% | 3 qtrssince 2025-Q4 | Increased 48 |
JPMorgan Chase & Co. | 610,353 | $199.8M | 1.4% | $317.71 | +4.32% | 3 qtrssince 2025-Q4 | Decreased 0 |
Eli Lilly & Co. | 155,017 | $185.9M | 1.3% | $1,080.26 | +8.27% | 3 qtrssince 2025-Q4 | Increased 53 |
Southern Co. | 1.9M | $184.9M | 1.3% | $85.94 | +0.24% | 3 qtrssince 2025-Q4 | Increased 48 |
Amazon.com, Inc. | 750,322 | $178.8M | 1.2% | $232.62 | +9.22% | 3 qtrssince 2025-Q4 | Increased 49 |
Micron Technology Inc. | 134,862 | $155.7M | 1.1% | $285.25 | +263.14% | 3 qtrssince 2025-Q4 | Decreased 0 |
AFLAC INC | 1.3M | $148.5M | 1.0% | $109.32 | +5.14% | 3 qtrssince 2025-Q4 | Increased 53 |
Pinnacle Financial Partners, Inc. manages $14.7B across 1128 positions as of Q2 2026. Top holdings: IWD (5.4%), IWF (4.7%), KO (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 87 new positions, 35 exits, 512 increased. Top move: IWF (INCREASED, conviction 94). Portfolio: $14.7B across 1128 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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