Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,076 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.2M | $693.5M | 5.3% | $211.94 | +4.87% | 2 qtrssince 2025-Q4 | Decreased 0 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.4M | $590.4M | 4.5% | $118.07 | -9.79% | 2 qtrssince 2025-Q4 | Increased 58 |
COCA-COLA CO/THE | 7.6M | $577.5M | 4.4% | $70.07 | +13.23% | 2 qtrssince 2025-Q4 | Decreased 0 |
GLOBAL PAYMENTS INC | 7.1M | $476.6M | 3.6% | $79.31 | -2.03% | 2 qtrssince 2025-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 638,901 | $415.5M | 3.2% | $687.01 | -0.97% | 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 FINANCIAL PARTNERS INC. | 3.5M | $301.2M | 2.3% | $85.30 | 0.00% | 1 qtr | New 80 |
MICROSOFT CORP | 719,898 | $266.5M | 2.0% | $487.14 | -17.08% | 2 qtrssince 2025-Q4 | Increased 53 |
ISHARES RUSSELL 2000 ETF ETF | 1.1M | $265.2M | 2.0% | $248.14 | +4.47% | 2 qtrssince 2025-Q4 | Increased 53 |
VANGUARD FTSE DEVELOPED ETF | 4M | $253.6M | 1.9% | $62.90 | +5.89% | 2 qtrssince 2025-Q4 | Increased 50 |
NVIDIA CORP | 1.4M | $236.8M | 1.8% | $187.54 | -3.99% | 2 qtrssince 2025-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 609,704 | $217.4M | 1.7% | $376.12 | -0.79% | 2 qtrssince 2025-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 341,435 | $204M | 1.6% | $631.72 | -0.95% | 2 qtrssince 2025-Q4 | Decreased 0 |
SOUTHERN CO/THE | 1.9M | $185.7M | 1.4% | $88.32 | +9.59% | 2 qtrssince 2025-Q4 | Increased 52 |
ALPHABET INC-CL A | 633,570 | $182.2M | 1.4% | $313.77 | -3.25% | 2 qtrssince 2025-Q4 | Increased 48 |
JPMORGAN CHASE & CO | 616,866 | $181.5M | 1.4% | $321.97 | -6.74% | 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% | $110.87 | +1.40% | 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 Rating: 1/5.0.
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
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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