Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,046 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 3.3M | $686.5M | 5.2% | $211.94 | 0.00% | 1 qtr | New 98 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.4M | $652.6M | 4.9% | $118.12 | 0.00% | 1 qtr | New 87 |
GLOBAL PAYMENTS INC | 7.6M | $586.3M | 4.4% | $79.31 | 0.00% | 1 qtr | New 87 |
COCA-COLA CO/THE | 7.8M | $544.5M | 4.1% | $70.07 | 0.00% | 1 qtr | New 87 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 713,007 | $486.3M | 3.7% | $687.01 | 0.00% | 1 qtr | New 87 |
APPLE INC | 1.5M | $397M | 3.0% | $271.12 | 0.00% | 1 qtr | New 81 |
MICROSOFT CORP | 716,972 | $346.8M | 2.6% | $487.48 | 0.00% | 1 qtr | New 80 |
SYNOVUS FINL CORP | 5.3M | $265.8M | 2.0% | $51.33 | — | 1 qtr | New 80 |
ISHARES RUSSELL 2000 ETF ETF | 1.1M | $260.8M | 2.0% | $248.03 | 0.00% | 1 qtr | New 70 |
NVIDIA CORP | 1.4M | $256.5M | 1.9% | $187.54 | 0.00% | 1 qtr | New 70 |
VANGUARD FTSE DEVELOPED ETF | 3.8M | $239.9M | 1.8% | $62.79 | 0.00% | 1 qtr | New 70 |
ISHARES RUSSELL 1000 ETF | 592,936 | $221.4M | 1.7% | $376.20 | 0.00% | 1 qtr | New 70 |
VANGUARD S&P 500 ETF | 345,478 | $216.7M | 1.6% | $631.72 | 0.00% | 1 qtr | New 70 |
JPMORGAN CHASE & CO | 620,597 | $200M | 1.5% | $321.97 | 0.00% | 1 qtr | New 70 |
ALPHABET INC-CL A | 628,535 | $196.7M | 1.5% | $313.85 | 0.00% | 1 qtr | New 70 |
AMAZON.COM INC | 741,622 | $171.2M | 1.3% | $232.53 | 0.00% | 1 qtr | New 69 |
SOUTHERN CO/THE | 1.8M | $154.2M | 1.2% | $87.57 | 0.00% | 1 qtr | New 69 |
ELI LILLY & CO | 142,955 | $153.6M | 1.2% | $1,069.51 | 0.00% | 1 qtr | New 69 |
AFLAC INC | 1.1M | $121.1M | 0.9% | $109.12 | 0.00% | 1 qtr | New 59 |
ISHARES RUSSELL MIDCAP INDEX FUND | 1.2M | $120.3M | 0.9% | $97.26 | 0.00% | 1 qtr | New 59 |
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 Rating: 1/5.0.
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
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