Institutional investor · Portfolio as of Q4 2025
Pinnacle Financial Partners, Inc. manages $13.2B across 1046 positions as of Q4 2025. Top holdings: IWD (5.2%), IWF (4.9%), GPN (4.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 1046 new positions, 0 exits, 0 increased. Top move: IWD (NEW, conviction 98). Portfolio: $13.2B across 1046 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile