Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,128 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.3M | $789.6M | 5.4% | $212.05 | +21.34% | 3 qtrssince 2025-Q4 | Increased 62 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 5.6M | $694.8M | 4.7% | $122.66 | -0.22% | 3 qtrssince 2025-Q4 | Increased 94 |
COCA-COLA CO/THE | 7.2M | $584.6M | 4.0% | $70.07 | +30.01% | 3 qtrssince 2025-Q4 | Decreased 0 |
GLOBAL PAYMENTS INC | 6.9M | $503.4M | 3.4% | $79.31 | +17.88% | 3 qtrssince 2025-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 561,289 | $419.2M | 2.9% | $687.01 | +11.46% | 3 qtrssince 2025-Q4 | Decreased 0 |
APPLE INC | 1.4M | $419M | 2.9% | $271.12 | +14.10% | 3 qtrssince 2025-Q4 | Decreased 0 |
PINNACLE FINANCIAL PARTNERS INC. | 3.4M | $344.7M | 2.4% | $85.30 | +19.88% | 2 qtrssince 2026-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 1.1M | $324.7M | 2.2% | $248.68 | +20.62% | 3 qtrssince 2025-Q4 | Increased 54 |
VANGUARD FTSE DEVELOPED ETF | 4.1M | $290.8M | 2.0% | $63.16 | +16.25% | 3 qtrssince 2025-Q4 | Increased 50 |
NVIDIA CORP | 1.4M | $271.7M | 1.9% | $187.54 | +14.49% | 3 qtrssince 2025-Q4 | Increased 48 |
MICROSOFT CORP | 718,355 | $268M | 1.8% | $487.14 | -1.23% | 3 qtrssince 2025-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 625,348 | $256.1M | 1.7% | $376.95 | +11.34% | 3 qtrssince 2025-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 349,813 | $240.3M | 1.6% | $633.04 | +11.16% | 3 qtrssince 2025-Q4 | Increased 50 |
ALPHABET INC-CL A | 636,973 | $227.6M | 1.6% | $314.00 | +9.81% | 3 qtrssince 2025-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 610,353 | $199.8M | 1.4% | $321.97 | +9.20% | 3 qtrssince 2025-Q4 | Decreased 0 |
ELI LILLY & CO | 155,017 | $185.9M | 1.3% | $1,080.26 | +15.19% | 3 qtrssince 2025-Q4 | Increased 53 |
SOUTHERN CO/THE | 1.9M | $184.9M | 1.3% | $85.94 | +6.38% | 3 qtrssince 2025-Q4 | Increased 48 |
AMAZON.COM INC | 750,322 | $178.8M | 1.2% | $232.62 | +11.18% | 3 qtrssince 2025-Q4 | Increased 49 |
MICRON TECHNOLOGY INC | 134,862 | $155.7M | 1.1% | $292.63 | +230.38% | 3 qtrssince 2025-Q4 | Decreased 0 |
AFLAC INC | 1.3M | $148.5M | 1.0% | $109.32 | +6.18% | 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 Rating: 1/5.0.
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
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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