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Pinnacle Financial Partners, Inc. — 13F Holdings & Portfolio

CIK 2082866 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Pinnacle Financial Partners, Inc. manages $14.66B in 13F-reported U.S. long-equity assets across 2,679 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWD (4.90%), IWF (4.05%), KO (3.80%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 87 new positions and exited 35; 600 existing positions rose in reported value and 222 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$14.66B

Long-equity book

Holdings
2,679

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+87 / −35 / ↑600 / ↓222

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IWD5.4% · +0%IWF4.7% · +304%KO4.0% · -5%GPN3.4% · -2%SPY2.9% · -12%AAPL2.9% · -0%PNFP2.4% · -2%IWM2.2% · +1%VEA2.0% · +3%NVDA1.9% · 0%MSFT1.8% · -0%IWB1.7% · +3%VOO1.6% · +2%GOOGL1.6% · +0%JPM1.4% · -1%LLY1.3% · +9%SO1.3% · +0%AMZN1.2% · +2%MU1.1% · -12%AFL1.0% · +10%IWR0.9% · -1%GOOG0.8% · -3%VUG0.8% · +510%JNJ0.8% · +1%AVGO0.8% · +2%XOM0.7% · +1%V0.7% · +1%RSP0.7% · +24%GLD0.6% · +4%VTI0.6% · -12%HD0.6% · +2%EFA0.6% · +1%BINC0.6% · +6%IVV0.5% · 0%ABBV0.5% · -1%GVI0.5% · +15%COST0.5% · +1%PRF0.5% · +1%CVX0.5% · +1%AXP0.4% · +4%CSCO0.4% · +1%AGG0.4% · +9%CAT0.4% · -1%IJR0.4% · +2%PANW0.4% · +4%QQQ0.4% · -1%TJX0.4% · +2%LMT0.4% · +1%WMT0.4% · +0%IBM0.4% · +2%ETN0.4% · +1%BRK.B0.3% · +4%IJH0.3% · +13%DVY0.3% · +2%SHY0.3% · +1%UNP0.3% · +2%PWR0.3% · -6%MRVL0.3% · -8%PG0.3% · -2%JEPI0.3% · -15%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 8, 2019.

Assets Under Management
$38.05B
Discretionary
$38.05B
Employees
70
Accounts
13
Address
LEVEL 35
60 MARGARET STREET
SYDNEY, NEW SOUTH WALES NSW 2000
Australia
Phone
61-1300-651-577
Website
Mailing Address
P.O. BOX R1313, ROYAL EXCHANGE, NEW SOUTH WALES, NSW 1225, Australia
Name Title / Status Ownership Type
Chambers, Andrew, Chisholm ControlEXECUTIVE DIRECTOR, INSTITUTIONAL DISTRIBUTION
since Aug 2016
Less than 5%Individual
IHLENFELDT, ALEX, NMN ControlCHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
since Feb 2011
Less than 5%Individual
KWOK, CALVIN, NMN ControlCHIEF LEGAL, RISK AND COMPLIANCE OFFICER
since Jan 2018
Less than 5%Individual
MACOUN, IAN, NMN ControlMANAGING DIRECTOR
since Aug 2006
Less than 5%Individual
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED ControlSHAREHOLDER
since Jun 2004
75% or moreForeign Entity
WHITTINGHAM, ADRIAN, BATHURST ControlEXECUTIVE DIRECTOR, RETAIL DISTRIBUTION
since Aug 2016
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since May 24, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 8, 2019 filing
  • No longer listedO'Callaghan, Thomas, Alexander · CHIEF RISK & COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
  • ChangedKWOK, CALVIN, NMN · title GENERAL COUNSEL AND COMPANY SECRETARY → CHIEF LEGAL, RISK AND COMPLIANCE OFFICER
May 24, 2019 filing (earliest on record)
  • ListedChambers, Andrew, Chisholm · EXECUTIVE DIRECTOR, INSTITUTIONAL DISTRIBUTION · Less than 5% · control person
  • ListedIHLENFELDT, ALEX, NMN · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedKWOK, CALVIN, NMN · GENERAL COUNSEL AND COMPANY SECRETARY · Less than 5% · control person
  • ListedMACOUN, IAN, NMN · MANAGING DIRECTOR · Less than 5% · control person
  • ListedO'Callaghan, Thomas, Alexander · CHIEF RISK & COMPLIANCE OFFICER · Less than 5% · control person
  • ListedPINNACLE INVESTMENT MANAGEMENT GROUP LIMITED · SHAREHOLDER · 75% or more · control person
  • ListedWHITTINGHAM, ADRIAN, BATHURST · EXECUTIVE DIRECTOR, RETAIL DISTRIBUTION · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 600 →

Top Trims

Show all 222 →

New Positions

Show all 87 →

Exited Positions

Show all 35 →

Pinnacle Financial Partners, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IWD 464287598 $717.9M 4.90% 2,961,440 SH
2 ISHARES TR IWF 464287614 $594.1M 4.05% 4,784,787 SH
3 COCA COLA CO KO 191216100 $556.6M 3.80% 6,848,522 SH
4 GLOBAL PMTS INC GPN 37940X102 $498.3M 3.40% 6,867,697 SH
5 ISHARES TR IWM 464287655 $297.5M 2.03% 990,187 SH
6 PINNACLE FINL PARTNERS INC PNFP 72348N109 $263.7M 1.80% 2,613,810 SH
7 ISHARES TR IWB 464287622 $254.4M 1.73% 621,223 SH
8 VANGUARD TAX-MANAGED FDS VEA 921943858 $223.0M 1.52% 3,130,130 SH
9 APPLE INC AAPL 037833100 $195.7M 1.33% 676,295 SH
10 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $187.2M 1.28% 250,668 SH
11 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $185.0M 1.26% 247,777 SH
12 VANGUARD INDEX FDS VOO 922908363 $166.0M 1.13% 241,669 SH
13 NVIDIA CORPORATION NVDA 67066G104 $157.3M 1.07% 786,387 SH
14 SOUTHERN CO SO 842587107 $147.6M 1.01% 1,541,769 SH
15 AFLAC INC AFL 001055102 $143.6M 0.98% 1,225,147 SH
16 APPLE INC AAPL 037833100 $142.0M 0.97% 490,843 SH
17 ISHARES TR IWR 464287499 $122.1M 0.83% 1,107,111 SH
18 MICROSOFT CORP MSFT 594918104 $116.5M 0.79% 312,447 SH
19 ELI LILLY & CO LLY 532457108 $111.1M 0.76% 92,603 SH
20 MICROSOFT CORP MSFT 594918104 $104.3M 0.71% 279,511 SH
21 ALPHABET INC GOOGL 02079K305 $102.6M 0.70% 287,098 SH
22 ALPHABET INC GOOGL 02079K305 $99.4M 0.68% 278,090 SH
23 NVIDIA CORPORATION NVDA 67066G104 $90.0M 0.61% 450,007 SH
24 VANGUARD INDEX FDS VUG 922908736 $87.1M 0.59% 1,010,586 SH
25 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $87.0M 0.59% 408,795 SH
26 BLACKROCK ETF TRUST II BINC 092528603 $84.9M 0.58% 1,621,423 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $80.9M 0.55% 247,186 SH
28 MICRON TECHNOLOGY INC MU 595112103 $80.7M 0.55% 69,870 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $75.1M 0.51% 229,558 SH
30 ISHARES TR GVI 464288612 $74.6M 0.51% 702,746 SH
31 BROADCOM INC AVGO 11135F101 $73.7M 0.50% 194,996 SH
32 AMAZON COM INC AMZN 023135106 $72.9M 0.50% 305,746 SH
33 PINNACLE FINL PARTNERS INC PNFP 72348N109 $71.6M 0.49% 709,913 SH
34 INVESCO EXCHANGE TRADED FD T PRF 46137V613 $67.4M 0.46% 1,246,794 SH
35 AMAZON COM INC AMZN 023135106 $67.2M 0.46% 281,874 SH
36 ISHARES TR IWF 464287614 $65.1M 0.44% 524,312 SH
37 VANGUARD TAX-MANAGED FDS VEA 921943858 $62.4M 0.43% 875,683 SH
38 MICRON TECHNOLOGY INC MU 595112103 $60.1M 0.41% 52,048 SH
39 JOHNSON & JOHNSON JNJ 478160104 $54.2M 0.37% 213,315 SH
40 ELI LILLY & CO LLY 532457108 $52.1M 0.36% 43,416 SH
41 ISHARES TR AGG 464287226 $50.1M 0.34% 505,668 SH
42 VISA INC V 92826C839 $48.7M 0.33% 141,954 SH
43 VANGUARD INDEX FDS VTI 922908769 $47.4M 0.32% 128,033 SH
44 ALPHABET INC GOOG 02079K107 $46.5M 0.32% 131,597 SH
45 APPLE INC AAPL 037833100 $45.7M 0.31% 157,803 SH
46 ALPHABET INC GOOG 02079K107 $45.0M 0.31% 127,362 SH
47 HOME DEPOT INC HD 437076102 $44.8M 0.31% 127,013 SH
48 EXXON MOBIL CORP XOM 30231G102 $44.2M 0.30% 322,958 SH
49 ABBVIE INC ABBV 00287Y109 $43.0M 0.29% 170,981 SH
50 SPDR GOLD TR GLD 78463V107 $42.6M 0.29% 115,517 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $14.66B 2,679 0001172661-26-003642
2026-03-31 2026-05-14 $13.07B 2,572 0001172661-26-001938
2025-12-31 2026-02-18 $13.24B 2,477 0001172661-26-001303
2025-12-31 2026-02-17 $8.98B 1,561 0001172661-26-001013
Filer Information
Address
3400 OVERTON PARK DR. SE
ATLANTA, GA 30339
Phone
(706) 641-6500
Filing Manager
Pinnacle Financial Partners, Inc.
ATLANTA, GA
Signatory
Allan Kamensky
Executive Vice President and Chief Legal Officer