13F Insight
DOSSIER · 13F-HR · Q3 2026

Pinnacle Financial Partners, Inc.

$14.8B in tracked AUM across 2,666 positions as of Q3 2026.

PF
CIK 0002082866 · last filed Sep 30, 2026
Total AUM
$14.8B
as of Q3 2026
Holdings
2,666
−4 QoQ
positions
Whale Score
63
63
tracked
Activity
1087
+62 new, −66 sold
changes this Q
AI Analysis · Q3 2026

Pinnacle Financial Partners, Inc. filed its latest 13F-HR for Q3 2026. 1087 position changes this quarter — 62 new, 66 exited, 589 added, 370 trimmed.

Quarter at a glance — Q3 2026

1087 material changes this filing.

NEW
XOMEXXONMOBIL HOLDINGS CORP
+789K sh
+$128M
0.9%
EXIT
XOMEXXON MOBIL CORP
-795K sh
$-109M
—
TRIM
MSFTMICROSOFT CORP
-3K sh
+$99M
2.5%
ADD
IEMGISHARES INC
+873K sh
+$70M
0.7%
ADD
AAPLAPPLE INC
+2K sh
+$64M
3.3%
TRIM
VTIVANGUARD INDEX FDS
-116K sh
$-42M
0.3%
TRIM
NVDANVIDIA CORPORATION
-3K sh
+$38M
2.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IWD
ISHARES TR
$809M3.3M5.5%02
IWF
ISHARES TR
$710M5.7M4.8%03
KO
COCA COLA CO
$614M7.1M4.1%04
GPN
GLOBAL PMTS INC
$515M6.3M3.5%05
AAPL
APPLE INC
$483M1.4M3.3%06
SPY
STATE STR SPDR S&P 500 ETF T
$426M559K2.9%07
MSFT
MICROSOFT CORP
$367M715K2.5%08
72348N109
PINNACLE FINL PARTNERS INC
$325M3.5M2.2%09
NVDA
NVIDIA CORPORATION
$309M1.4M2.1%10
IWM
ISHARES TR
$307M1.1M2.1%

Filing history

2026Q3Sep 30
$14.8B▲ 1.0%
2,666 positionsView →2026Q2Jun 30
$14.7B▲ 12.2%
2,679 positionsView →2026Q1Mar 31
$13.1B▼ 1.2%
2,572 positionsView →2025Q4Dec 31
$13.2B—
2,477 positionsView →