Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,076 positions
ISHARES TR | 3.2M | $693.5M | 5.3% | $208.12 | +1.97% | 2 qtrssince 2025-Q4 | Decreased 0 |
ISHARES TR | 1.4M | $590.4M | 4.5% | $117.96 | -9.79% | 2 qtrssince 2025-Q4 | Increased 58 |
COCA COLA CO | 7.6M | $577.5M | 4.4% | $68.58 | +9.53% | 2 qtrssince 2025-Q4 | Decreased 0 |
GLOBAL PMTS INC | 7.1M | $476.6M | 3.6% | $76.64 | -12.76% | 2 qtrssince 2025-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 638,901 | $415.5M | 3.2% | $676.64 | -4.37% | 2 qtrssince 2025-Q4 | Decreased 0 |
APPLE INC | 1.4M | $367.8M | 2.8% | $271.12 | -6.56% | 2 qtrssince 2025-Q4 | Decreased 0 |
PINNACLE FINL PARTNERS INC | 3.5M | $301.2M | 2.3% | $85.30 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 719,898 | $266.5M | 2.0% | $480.12 | -23.21% | 2 qtrssince 2025-Q4 | Increased 53 |
ISHARES TR | 1.1M | $265.2M | 2.0% | $244.52 | +0.92% | 2 qtrssince 2025-Q4 | Increased 53 |
VANGUARD TAX-MANAGED FDS | 4M | $253.6M | 1.9% | $61.93 | +2.67% | 2 qtrssince 2025-Q4 | Increased 50 |
NVIDIA CORPORATION | 1.4M | $236.8M | 1.8% | $186.06 | -6.48% | 2 qtrssince 2025-Q4 | Decreased 0 |
ISHARES TR | 609,704 | $217.4M | 1.7% | $370.45 | -4.18% | 2 qtrssince 2025-Q4 | Increased 50 |
VANGUARD INDEX FDS | 341,435 | $204M | 1.6% | $621.74 | -4.42% | 2 qtrssince 2025-Q4 | Decreased 0 |
SOUTHERN CO | 1.9M | $185.7M | 1.4% | $85.90 | +10.52% | 2 qtrssince 2025-Q4 | Increased 52 |
ALPHABET INC | 633,570 | $182.2M | 1.4% | $312.19 | -8.00% | 2 qtrssince 2025-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 616,866 | $181.5M | 1.4% | $317.71 | -8.30% | 2 qtrssince 2025-Q4 | Decreased 0 |
AMAZON COM INC | 739,129 | $153.9M | 1.2% | $232.53 | -10.24% | 2 qtrssince 2025-Q4 | Decreased 0 |
EXXON MOBIL CORP | 790,463 | $134.1M | 1.0% | $120.19 | +26.32% | 2 qtrssince 2025-Q4 | Decreased 0 |
ELI LILLY & CO | 142,018 | $130.6M | 1.0% | $1,069.51 | -14.27% | 2 qtrssince 2025-Q4 | Decreased 0 |
AFLAC INC | 1.2M | $126.2M | 1.0% | $108.58 | +0.02% | 2 qtrssince 2025-Q4 | Increased 45 |
Pinnacle Financial Partners, Inc. manages $13.1B across 1076 positions as of Q1 2026. Top holdings: IWD (5.3%), IWF (4.5%), KO (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
Active quarter - 91 new positions, 61 exits, 520 increased. Top move: PNFP (NEW, conviction 80). Portfolio: $13.1B across 1076 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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
Verify source filings on SEC EDGAR