Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,128 positions
 ISHARES TR | 3.3M | $789.6M | 5.4% | $208.24 | +26.17% | 3 qtrssince 2025-Q4 | Increased 62 |
 ISHARES TR | 5.6M | $694.8M | 4.7% | $118.02 | -1.55% | 3 qtrssince 2025-Q4 | Increased 58 |
 The Coca-Cola Company | 7.2M | $584.6M | 4.0% | $68.58 | +42.09% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Global Payments Inc. | 6.9M | $503.4M | 3.4% | $76.64 | +15.08% | 3 qtrssince 2025-Q4 | Decreased 0 |
 STATE STR SPDR S&P 500 ETF T | 561,289 | $419.2M | 2.9% | $676.64 | +10.83% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Apple Inc. | 1.4M | $419M | 2.9% | $270.92 | +30.99% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Pinnacle Financial Partners, Inc. | 3.4M | $344.7M | 2.4% | $84.88 | +17.01% | 2 qtrssince 2026-Q1 | Decreased 0 |
 ISHARES TR | 1.1M | $324.7M | 2.2% | $245.09 | +13.61% | 3 qtrssince 2025-Q4 | Increased 54 |
 VANGUARD TAX-MANAGED FDS | 4.1M | $290.8M | 2.0% | $62.21 | +11.60% | 3 qtrssince 2025-Q4 | Increased 50 |
 NVIDIA Corporation | 1.4M | $271.7M | 1.9% | $186.07 | -9.23% | 3 qtrssince 2025-Q4 | Increased 48 |
 Microsoft Corporation | 718,355 | $268M | 1.8% | $480.12 | +11.05% | 3 qtrssince 2025-Q4 | Decreased 0 |
 ISHARES TR | 625,348 | $256.1M | 1.7% | $371.40 | +10.62% | 3 qtrssince 2025-Q4 | Increased 50 |
 VANGUARD INDEX FDS | 349,813 | $240.3M | 1.6% | $623.26 | +11.67% | 3 qtrssince 2025-Q4 | Increased 50 |
 Alphabet Inc. | 636,973 | $227.6M | 1.6% | $312.43 | -4.40% | 3 qtrssince 2025-Q4 | Increased 48 |
 JPMorgan Chase & Co. | 610,353 | $199.8M | 1.4% | $316.13 | +8.21% | 3 qtrssince 2025-Q4 | Decreased 0 |
 Eli Lilly and Company | 155,017 | $185.9M | 1.3% | $1,080.26 | +32.59% | 3 qtrssince 2025-Q4 | Increased 53 |
 The Southern Company | 1.9M | $184.9M | 1.3% | $85.94 | +8.97% | 3 qtrssince 2025-Q4 | Increased 48 |
 Amazon.com, Inc. | 750,322 | $178.8M | 1.2% | $230.93 | +15.81% | 3 qtrssince 2025-Q4 | Increased 49 |
 Micron Technology, Inc. | 134,862 | $155.7M | 1.1% | $285.20 | +154.24% | 3 qtrssince 2025-Q4 | Decreased 0 |
 AFLAC Incorporated | 1.3M | $148.5M | 1.0% | $109.32 | +15.73% | 3 qtrssince 2025-Q4 | Increased 53 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2026-Q1 | $13,071,076,452 | -1.24340509974% |
| 2026-Q2 | $14,664,688,733 | 12.1918977894% |
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 - 86 new positions, 34 exits, 507 increased. Top move: IWD (INCREASED, conviction 62). 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
Verify source filings on SEC EDGAR