Pinnacle Financial Partners, Inc.
Sector Allocation
- Other40.9%$6.0B
- Technology16.5%$2.4B
- Financials16.1%$2.4B
- Consumer Staples6.2%$913.8M
- Healthcare5.6%$823.2M
- Industrials4.2%$612.9M
- Consumer Discretionary3.7%$547.9M
- Energy2.3%$336.0M
- Utilities2.2%$320.9M
- Materials1.3%$183.8M
AUM History
13fpro.ai/research/fund/pinnacle-financial-partners-inc-2082866
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$789.6M
- ISHARES$694.8M
KO
$584.6MGPN
$503.4MSPY
$419.2MAAPL
$419.0MPNFP
$344.7M- ISHARES$324.7M
- VANGUARD$290.8M
NVDA
$271.7MMSFT
$268.0M- ISHARES$256.1M
- VANGUARD$240.3M
GOOGL
$227.6MJPM
$199.8MLLY
$185.9MSO
$184.9MAMZN
$178.8MMU
$155.7MAFL
$148.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/pinnacle-financial-partners-inc-2082866
Pinnacle Financial Partners, Inc. 13F holdings — Q2 2026
$14.7B portfolio (+12.2% QoQ) · 1,128 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
- 1
ISHARES TR - RUS 1000 VAL ETF
$789.6M
5.4% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 GRW ETF
$694.8M
4.7% of stocks
+304%This quarter—Since filed—HeldAIQuality—Est. buy— $584.6M
4.0% of stocks
-5%This quarter+5.7%Since filed2+ qtrsHeld$503.4M
3.4% of stocks
-2%This quarter-12.0%Since filed2+ qtrsHeld$419.2M
2.9% of stocks
-12%This quarter-1.4%Since filed2+ qtrsHeld$419.0M
2.9% of stocks
-0.1%This quarter+12.4%Since filed2+ qtrsHeld$344.7M
2.4% of stocks
-2%This quarter-7.1%Since filed2+ qtrsHeld- 8
ISHARES TR - RUSSELL 2000 ETF
$324.7M
2.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$290.8M
2.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $271.7M
1.9% of stocks
+0.0%This quarter-4.1%Since filed2+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUS 1000 VAL ETF | $789.6M | 5.4% | +0.3% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 GRW ETF | $694.8M | 4.7% | +304% | — | — | — | — | |
| 3 | $584.6M | 4.0% | -5% | +5.7% | 2+ qtrs | 70.3#211 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $503.4M | 3.4% | -2% | -12.0% | 2+ qtrs | 53.4#1,397 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $419.2M | 2.9% | -12% | -1.4% | 2+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $419.0M | 2.9% | -0.1% | +12.4% | 2+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $344.7M | 2.4% | -2% | -7.1% | 2+ qtrs | 54.3#1,334 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - RUSSELL 2000 ETF | $324.7M | 2.2% | +1% | — | — | — | — | |
| 9 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $290.8M | 2.0% | +3% | — | — | — | — | |
| 10 | $271.7M | 1.9% | +0.0% | -4.1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Pinnacle Financial Partners, Inc. (Q2 2026)
1,128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $268.0M | 1.8% | 718K | -0.2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - RUS 1000 ETFetf/fund | — | $256.1M | 1.8% | 625K | +3% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $240.3M | 1.6% | 350K | +2% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $227.6M | 1.6% | 637K | +0.5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $199.8M | 1.4% | 610K | -1% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | ELI LILLY & Co | Healthcare | $185.9M | 1.3% | 155K | +9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SOUTHERN CO | Utilities | $184.9M | 1.3% | 1.93M | +0.4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $178.8M | 1.2% | 750K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICRON TECHNOLOGY INC | Technology | $155.7M | 1.1% | 135K | -12% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AFLAC INC | Financials | $148.5M | 1.0% | 1.27M | +10% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $137.4M | 0.9% | 1.25M | -0.6% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $120.4M | 0.8% | 341K | -3% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $116.1M | 0.8% | 1.35M | +510% | — | — | 13F |
| 24 | JOHNSON & JOHNSON | Healthcare | $113.6M | 0.8% | 447K | +0.9% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Broadcom Inc. | Technology | $110.0M | 0.8% | 291K | +2% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $108.7M | 0.7% | 795K | +0.6% | |||
| 27 | $V | VISA INC. | Financials | $105.3M | 0.7% | 307K | +0.6% | |||
| 28 | $IVZ | Invesco Ltd. | Financials | $99.2M | 0.7% | 466K | +24% | |||
| 29 | $GLD | SPDR GOLD TRUST | Financials | $92.1M | 0.6% | 250K | +4% | |||
| 30 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $91.0M | 0.6% | 246K | -12% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $89.8M | 0.6% | 255K | +2% | |||
| 32 | — | ISHARES TR - MSCI EAFE ETF | — | $87.5M | 0.6% | 843K | +1% | |||
| 33 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $85.0M | 0.6% | 1.62M | +6% | |||
| 34 | — | ISHARES TR - CORE S&P500 ETF | — | $78.0M | 0.5% | 104K | +0.0% | |||
| 35 | $ABBV | AbbVie Inc. | Healthcare | $77.8M | 0.5% | 309K | -0.7% | |||
| 36 | — | ISHARES TR - INTRM GOV CR ETF | — | $74.6M | 0.5% | 703K | +15% | |||
| 37 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $73.5M | 0.5% | 79K | +1.0% | |||
| 38 | $IVZ | Invesco Ltd. | Financials | $69.3M | 0.5% | 1.28M | +1% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $66.5M | 0.5% | 401K | +0.8% | |||
| 40 | $AXP | AMERICAN EXPRESS CO | Financials | $65.8M | 0.5% | 195K | +4% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $64.6M | 0.4% | 550K | +0.8% | |||
| 42 | — | ISHARES TR - CORE US AGGBD ET | — | $64.0M | 0.4% | 647K | +9% | |||
| 43 | $CAT | CATERPILLAR INC | Industrials | $60.9M | 0.4% | 57K | -0.9% | |||
| 44 | — | ISHARES TR - CORE S&P SCP ETF | — | $60.3M | 0.4% | 407K | +2% | |||
| 45 | $PANW | Palo Alto Networks Inc | Technology | $57.1M | 0.4% | 167K | +4% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $54.5M | 0.4% | 74K | -0.8% | |||
| 47 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $53.9M | 0.4% | 356K | +2% | |||
| 48 | $LMT | LOCKHEED MARTIN CORP | Industrials | $53.5M | 0.4% | 105K | +0.7% | |||
| 49 | $WMT | Walmart Inc. | Consumer Staples | $53.0M | 0.4% | 468K | +0.5% | |||
| 50 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $52.0M | 0.3% | 185K | +2% | |||
| 51 | $ETN | Eaton Corp plc | Industrials | $51.7M | 0.3% | 121K | +1% | |||
| 52 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $51.2M | 0.3% | 102K | +3% | |||
| 53 | — | ISHARES TR - CORE S&P MCP ETF | — | $50.4M | 0.3% | 653K | +13% | |||
| 54 | — | ISHARES TR - SELECT DIVID ETF | — | $48.0M | 0.3% | 307K | +2% | |||
| 55 | — | ISHARES TR - 1 3 YR TREAS BD | — | $47.9M | 0.3% | 583K | +1% | |||
| 56 | $UNP | UNION PACIFIC CORP | Industrials | $47.6M | 0.3% | 175K | +2% | |||
| 57 | $PWR | QUANTA SERVICES, INC. | Industrials | $46.4M | 0.3% | 64K | -6% | |||
| 58 | $MRVL | Marvell Technology, Inc. | Technology | $45.4M | 0.3% | 152K | -8% | |||
| 59 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $45.0M | 0.3% | 307K | -2% | |||
| 60 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $44.5M | 0.3% | 787K | -15% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - FLEXI DEBT ETF | — | $43.5M | 0.3% | 862K | +6% | |||
| 62 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $41.9M | 0.3% | 30K | -4% | |||
| 63 | $MRK | Merck & Co., Inc. | Healthcare | $41.8M | 0.3% | 325K | +1% | |||
| 64 | $META | Meta Platforms, Inc. | Technology | $40.6M | 0.3% | 72K | -3% | |||
| 65 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $40.2M | 0.3% | 1.37M | +2% | |||
| 66 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $39.4M | 0.3% | 489K | +294% | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $39.1M | 0.3% | 145K | +2% | |||
| 68 | $VLO | VALERO ENERGY CORP/TX | Energy | $39.0M | 0.3% | 150K | -0.5% | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $39.0M | 0.3% | 108K | +0.9% | |||
| 70 | — | FEDERATED HERMES ETF TRUST - MDT SMALL CAP | — | $38.6M | 0.3% | 1.03M | +12% | |||
| 71 | $HCA | HCA Healthcare, Inc. | Healthcare | $38.4M | 0.3% | 98K | +0.9% | |||
| 72 | — | ISHARES TR - CORE MSCI EAFE | — | $37.8M | 0.3% | 391K | +4% | |||
| 73 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $37.0M | 0.3% | 51K | +6% | |||
| 74 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $36.9M | 0.3% | 89K | -3% | |||
| 75 | — | ISHARES TR - RUS MD CP GR ETF | — | $36.7M | 0.3% | 251K | -1% | |||
| 76 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $36.6M | 0.3% | 310K | +7% | |||
| 77 | $PM | Philip Morris International Inc. | Consumer Staples | $36.1M | 0.3% | 200K | -0.1% | |||
| 78 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $35.9M | 0.2% | 188K | -2% | |||
| 79 | $MS | MORGAN STANLEY | Financials | $35.4M | 0.2% | 170K | +9% | |||
| 80 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $34.2M | 0.2% | 601K | -0.1% | |||
| 81 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $33.7M | 0.2% | 45 | -4% | |||
| 82 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $33.6M | 0.2% | 562K | +5% | |||
| 83 | — | VICTORY PORTFOLIOS II - VICSHS DV AC ETF | — | $33.3M | 0.2% | 573K | +0.2% | |||
| 84 | $RTX | RTX Corp | Industrials | $33.2M | 0.2% | 175K | +2% | |||
| 85 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $32.8M | 0.2% | 138K | -6% | |||
| 86 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $32.8M | 0.2% | 47K | -2% | |||
| 87 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $32.7M | 0.2% | 56K | -2% | |||
| 88 | $GLW | CORNING INC /NY | Materials | $32.2M | 0.2% | 126K | +1% | |||
| 89 | — | ISHARES INC - CORE MSCI EMKT | — | $32.1M | 0.2% | 388K | +15% | |||
| 90 | — | ISHARES TR - MSCI ACWI ETF | — | $31.9M | 0.2% | 203K | +3576% | |||
| 91 | — | ISHARES TR - MSCI USA QLT FCT | — | $31.7M | 0.2% | 145K | -2% | |||
| 92 | $ORCL | ORACLE CORP | Technology | $31.6M | 0.2% | 215K | -3% | |||
| 93 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $31.2M | 0.2% | 139K | -3% | |||
| 94 | $WM | WASTE MANAGEMENT INC | Utilities | $30.8M | 0.2% | 138K | +0.3% | |||
| 95 | $DUK | Duke Energy CORP | Utilities | $30.4M | 0.2% | 240K | -2% | |||
| 96 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | — | $30.0M | 0.2% | 595K | +5% | |||
| 97 | $LIN | LINDE PLC | Materials | $29.4M | 0.2% | 57K | +3% | |||
| 98 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $29.2M | 0.2% | 185K | +2% | |||
| 99 | $ASML | ASML HOLDING NV | Technology | $28.7M | 0.2% | 14K | -3% | |||
| 100 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $28.2M | 0.2% | 667K | +3% | |||
| 101 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $27.9M | 0.2% | 212K | -0.0% | |||
| 102 | $C | CITIGROUP INC | Financials | $27.7M | 0.2% | 198K | +5% | |||
| 103 | — | PACER FDS TR - US CASH COWS 100 | — | $27.4M | 0.2% | 441K | -10% | |||
| 104 | $CB | Chubb Ltd | Financials | $26.8M | 0.2% | 79K | +24% | |||
| 105 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $26.5M | 0.2% | 654K | +12% | |||
| 106 | $GS | GOLDMAN SACHS GROUP INC | Financials | $26.3M | 0.2% | 26K | +2% | |||
| 107 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $26.1M | 0.2% | 306K | -22% | |||
| 108 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $25.9M | 0.2% | 360K | +4% | |||
| 109 | $TFC | TRUIST FINANCIAL CORP | Financials | $25.8M | 0.2% | 517K | -3% | |||
| 110 | $SPGI | S&P Global Inc. | Financials | $25.3M | 0.2% | 62K | +0.7% | |||
| 111 | — | ISHARES TR - RUS MDCP VAL ETF | — | $25.1M | 0.2% | 152K | -0.2% | |||
| 112 | $SHW | SHERWIN WILLIAMS CO | Materials | $24.9M | 0.2% | 72K | +3% | |||
| 113 | $MA | Mastercard Inc | Financials | $24.6M | 0.2% | 48K | -6% | |||
| 114 | $BLK | BlackRock, Inc. | Financials | $24.4M | 0.2% | 25K | +2% | |||
| 115 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $23.6M | 0.2% | 200K | -8% | |||
| 116 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $23.4M | 0.2% | 779K | +17% | |||
| 117 | — | ISHARES TR - S&P SML 600 GWT | — | $22.9M | 0.2% | 128K | +1% | |||
| 118 | $ABT | ABBOTT LABORATORIES | Healthcare | $22.7M | 0.1% | 250K | -0.8% | |||
| 119 | — | ISHARES TR - 10-20 YR TRS ETF | — | $22.3M | 0.1% | 222K | +11% | |||
| 120 | $CME | CME GROUP INC. | Financials | $22.3M | 0.1% | 101K | -11% | |||
| 121 | $SNA | Snap-on Inc | Industrials | $20.7M | 0.1% | 51K | -4% | |||
| 122 | — | ISHARES TR - RUS 2000 VAL ETF | — | $20.4M | 0.1% | 92K | -0.1% | |||
| 123 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML | — | $20.4M | 0.1% | 421K | -1% | |||
| 124 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $20.3M | 0.1% | 148K | +3% | |||
| 125 | $KLAC | KLA CORP | Technology | $20.0M | 0.1% | 66K | +780% | |||
| 126 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $20.0M | 0.1% | 42K | -6% | |||
| 127 | $SHEL | Shell plc | Energy | $19.9M | 0.1% | 257K | -0.9% | |||
| 128 | $T | AT&T INC. | Communication Services | $19.8M | 0.1% | 955K | +3% | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $19.6M | 0.1% | 224K | +0.4% | |||
| 130 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $19.5M | 0.1% | 64K | +0.7% | |||
| 131 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $19.3M | 0.1% | 230K | +12% | |||
| 132 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $19.0M | 0.1% | 165K | -2% | |||
| 133 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $19.0M | 0.1% | 38K | -28% | |||
| 134 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $18.9M | 0.1% | 107K | +1% | |||
| 135 | $DE | DEERE & CO | Industrials | $18.6M | 0.1% | 29K | -1% | |||
| 136 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $18.4M | 0.1% | 364K | +3% | |||
| 137 | $INTC | INTEL CORP | Technology | $18.4M | 0.1% | 132K | +19% | |||
| 138 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $18.2M | 0.1% | 55K | -2% | |||
| 139 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $18.1M | 0.1% | 241K | -0.1% | |||
| 140 | $CMI | CUMMINS INC | Industrials | $17.9M | 0.1% | 25K | +0.6% | |||
| 141 | $GNRC | GENERAC HOLDINGS INC. | Technology | $17.9M | 0.1% | 61K | +6% | |||
| 142 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $17.8M | 0.1% | 216K | +23% | |||
| 143 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $17.2M | 0.1% | 299K | +0.8% | |||
| 144 | $APH | AMPHENOL CORP /DE/ | Technology | $16.8M | 0.1% | 95K | +6% | |||
| 145 | $PFE | PFIZER INC | Healthcare | $16.8M | 0.1% | 698K | +18% | |||
| 146 | $ADI | ANALOG DEVICES INC | Technology | $16.7M | 0.1% | 42K | +2% | |||
| 147 | $BNY | Bank of New York Mellon Corp | Financials | $16.7M | 0.1% | 115K | +4% | |||
| 148 | $SCHW | SCHWAB CHARLES CORP | Financials | $16.7M | 0.1% | 181K | -3% | |||
| 149 | $ENB | ENBRIDGE INC | Energy | $16.6M | 0.1% | 306K | -0.5% | |||
| 150 | $EMR | EMERSON ELECTRIC CO | Industrials | $16.4M | 0.1% | 115K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 81 new, 512 added to, 442 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (81)
$HONAHoneywell Aerospace Inc.$12.6M
first bought this quarter
- SSGA ACTIVE ETF TR - ST STR REAL ETF$9.7M
first bought this quarter
- ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO$8.8M
first bought this quarter
- ISHARES TR - TRUST ISHARE 0-1$3.9M
first bought this quarter
$NOVTNOVANTA INC$2.8M
first bought this quarter
- AMERICAN CENTY ETF TR - DIVERSIFID CRP$2.6M
first bought this quarter
+75 more in the Excel export
Added to (512)
- ISHARES TR - RUS 1000 GRW ETF+304%
now $694.8M
- VANGUARD INDEX FDS - GROWTH ETF+510%
now $116.1M
- ISHARES TR - MSCI ACWI ETF+3576%
now $31.9M
- VANGUARD INDEX FDS - MID CAP ETF+294%
now $39.4M
$IVZInvesco Ltd.+24%
now $99.2M · held 2+ qtrs
$KLACKLA CORP+780%
now $20.0M · held 2+ qtrs
+506 more in the Excel export
Trimmed (442)
now $419.2M · held 2+ qtrs
now $584.6M · held 2+ qtrs
now $155.7M · held 2+ qtrs
- ISHARES TR - 20 YR TR BD ETF-72%
now $5.2M
- VANGUARD INDEX FDS - TOTAL STK MKT-12%
now $91.0M
$HONHONEYWELL INTERNATIONAL INC-49%
now $12.8M · held 2+ qtrs
+436 more in the Excel export
Holdings by quarter
Every 13F Pinnacle Financial Partners, Inc. has filed, 2 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Pinnacle Financial Partners's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Pinnacle Financial Partners, Inc. disclosed 1,128 positions worth $14.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 81 new positions and exited 31 — including a new stake in $HONA and a full exit from $CPB. The portfolio is most concentrated in Other (40.9% of disclosed assets). All figures are sourced directly from Pinnacle Financial Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 2082866.
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AI-Powered Hedge Fund Analysis: Pinnacle Financial Partners, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Pinnacle Financial Partners, Inc. (SEC CIK: 2082866), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pinnacle Financial Partners, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.