Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,046 positions
ISHARES TR | 3.3M | $686.5M | 5.2% | $208.12 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.4M | $652.6M | 4.9% | $118.01 | 0.00% | 1 qtr | First report 0 |
GLOBAL PMTS INC | 7.6M | $586.3M | 4.4% | $76.64 | 0.00% | 1 qtr | First report 0 |
COCA COLA CO | 7.8M | $544.5M | 4.1% | $68.58 | 0.00% | 1 qtr | First report 0 |
STATE STR SPDR S&P 500 ETF T | 713,007 | $486.3M | 3.7% | $676.64 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 1.5M | $397M | 3.0% | $271.12 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 716,972 | $346.8M | 2.6% | $480.57 | 0.00% | 1 qtr | First report 0 |
SYNOVUS FINL CORP | 5.3M | $265.8M | 2.0% | $51.33 | — | 1 qtr | First report 0 |
ISHARES TR | 1.1M | $260.8M | 2.0% | $244.50 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 1.4M | $256.5M | 1.9% | $186.06 | 0.00% | 1 qtr | First report 0 |
VANGUARD TAX-MANAGED FDS | 3.8M | $239.9M | 1.8% | $61.88 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 592,936 | $221.4M | 1.7% | $370.88 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 345,478 | $216.7M | 1.6% | $621.74 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO | 620,597 | $200M | 1.5% | $317.71 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 628,535 | $196.7M | 1.5% | $312.39 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 741,622 | $171.2M | 1.3% | $232.53 | 0.00% | 1 qtr | First report 0 |
SOUTHERN CO | 1.8M | $154.2M | 1.2% | $85.11 | 0.00% | 1 qtr | First report 0 |
ELI LILLY & CO | 142,955 | $153.6M | 1.2% | $1,069.51 | 0.00% | 1 qtr | First report 0 |
AFLAC INC | 1.1M | $121.1M | 0.9% | $108.58 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.2M | $120.3M | 0.9% | $95.47 | 0.00% | 1 qtr | First report 0 |
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: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
First quarter we have for this fund: 1046 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $13.2B across 1046 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