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Pinnacle Financial Partners 13F Portfolio

Portfolio Manager
Pinnacle Financial Partners INC
Performance
+12.15% (2026 Q2)
AUM (13F)
$14.66B
# of Holdings
1128
Performance Rank
N/A
Allocation (Top 20)
45.6%
Latest filing
Q2 2026

Pinnacle Financial Partners INC Holdings Map

Top 50 Pinnacle Financial Partners INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWD
ISHARES TR
5.38%3.26M$789.6M
+0.35%(+11.24K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.09M shares2026-Q1: 3.25M shares2026-Q2: 3.26M shares
$207.26(+24.82%)
2026-06-30
IWF
ISHARES TR
4.74%5.60M$694.8M
+1.03%(+57.01K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.96M shares2026-Q1: 5.54M shares2026-Q2: 5.60M shares
$116.41(+7.62%)
2026-06-30
KO
COCA COLA CO
3.99%7.19M$584.6M
-5.28%(-400.62K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.52M shares2026-Q1: 7.59M shares2026-Q2: 7.19M shares
$68.16(+28.26%)
2026-06-30
GPN
GLOBAL PMTS INC
3.43%6.94M$503.4M
-2.03%(-143.84K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.57M shares2026-Q1: 7.08M shares2026-Q2: 6.94M shares
$80.24(+18.18%)
2026-06-30
SPY
STATE STR SPDR S&P 500 ETF T
2.86%561.3K$419.2M
-12.15%(-77.61K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 447.7K shares2026-Q1: 638.9K shares2026-Q2: 561.3K shares
$671.68(+15.81%)
2026-06-30
AAPL
APPLE INC
2.86%1.45M$419.0M
-0.07%(-1.02K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 820.2K shares2026-Q1: 1.45M shares2026-Q2: 1.45M shares
$263.06(+16.04%)
2026-06-30
PNFP
PINNACLE FINL PARTNERS INC
2.35%3.42M$344.7M
-2.29%(-80.20K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.50M shares2026-Q2: 3.42M shares
$90.78(+18.02%)
2026-06-30
IWM
ISHARES TR
2.21%1.08M$324.7M
+1.04%(+11.13K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 999.9K shares2026-Q1: 1.07M shares2026-Q2: 1.08M shares
$244.52(+24.12%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
1.98%4.08M$290.8M
+3.15%(+124.47K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.10M shares2026-Q1: 3.96M shares2026-Q2: 4.08M shares
$61.80(+19.00%)
2026-06-30
NVDA
NVIDIA CORPORATION
1.85%1.36M$271.7M
+0.01%(+78)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 920.3K shares2026-Q1: 1.36M shares2026-Q2: 1.36M shares
$184.58(+22.06%)
2026-06-30

About Pinnacle Financial Partners INCโ€™s portfolio

Pinnacle Financial Partners INC reports $14.66B in US-listed equity holdings across 1,128 positions in its most recent 13F filing. Its largest disclosed positions are IWD (5.4%), IWF (4.7%) and KO (4.0%). The top 20 holdings account for 45.6% of reported assets. Its disclosed equity book has returned +7.55% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IWD โ€” 8.7% ($789.61M)IWF โ€” 7.6% ($694.80M)KO โ€” 6.4% ($584.58M)GPN โ€” 5.5% ($503.44M)SPY โ€” 4.6% ($419.15M)AAPL โ€” 4.6% ($419.00M)PNFP โ€” 3.8% ($344.66M)IWM โ€” 3.6% ($324.66M)VEA โ€” 3.2% ($290.85M)NVDA โ€” 3.0% ($271.70M)Other โ€” 49.1% ($4.48B)
51%in top 10
  • IWD8.7%
  • IWF7.6%
  • KO6.4%
  • GPN5.5%
  • SPY4.6%
  • AAPL4.6%
  • PNFP3.8%
  • IWM3.6%
  • VEA3.2%
  • NVDA3.0%
  • Other49.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
36
RSPINVESCO EXCHANGE TRADED FD T+24.5%
LLYELI LILLY & CO+9.2%
AFLAFLAC INC+10.1%
GVIISHARES TR+14.8%
+32 more
Trimmed
14
SPYSTATE STR SPDR S&P 500 ETF T-12.1%
KOCOCA COLA CO-5.3%
MUMICRON TECHNOLOGY INC-11.7%
VTIVANGUARD INDEX FDS-12.4%
+10 more

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Source filings

Holdings on this page are parsed from Pinnacle Financial Partners INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2082866). View Pinnacle Financial Partners INCโ€™s 13F filings on SEC

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