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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, exited 35, added to 600, and trimmed 222.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$104.4M +17.7%
  • MICRON TECHNOLOGY INC$104.1M +201.6%
  • ISHARES TR$96.1M +13.9%
  • ISHARES TR$59.4M +22.4%
  • ELI LILLY & CO$55.3M +42.3%
Show all 600 →

Top Trims

  • EXXON MOBIL CORP-$25.4M -19.0%
  • CHEVRON CORPORATION-$15.9M -19.3%
  • ISHARES TR-$13.4M -72.1%
  • SPDR GOLD TR-$11.7M -11.3%
  • CME GROUP INC-$11.0M -33.1%
Show all 222 →

New Positions

  • HONEYWELL INTL INC$12.8M
  • HONEYWELL AEROSPACE INC$12.6M
  • SSGA ACTIVE ETF TR$9.7M
  • ADVISORS INNER CIRCLE FD III$8.8M
  • WISDOMTREE TR$6.6M
Show all 87 →

Exited Positions

  • HONEYWELL INTL INC$25.6M
  • THE CAMPBELLS COMPANY$3.2M
  • HURON CONSULTING GROUP INC$3.1M
  • QUALYS INC$2.6M
  • DUPONT DE NEMOURS INC$1.4M
Show all 35 →
All Holdings

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