DOSSIER · 13F-HR · Q2 2026

Pinnacle Financial Partners, Inc.

$14.7B in tracked AUM across 2,679 positions as of Q2 2026.

PF
CIK 0002082866 · last filed Jun 30, 2026
Total AUM
$14.7B
as of Q2 2026
Holdings
2,679
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Pinnacle Financial Partners, Inc. reported $13.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IWD, IWF, KO. Notable moves this quarter: MSFT INCREASED ($-80.3M); IWF INCREASED ($-62.1M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

Pinnacle Financial Partners, Inc. entered 2026-03-31 with $13.1B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a etf tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWD
ISHARES TR
$790M3.3M5.4%
02
IWF
ISHARES TR
$695M5.6M4.7%
03
KO
COCA COLA CO
$585M7.2M4.0%
04
GPN
GLOBAL PMTS INC
$503M6.9M3.4%
05
SPY
STATE STR SPDR S&P 500 ETF T
$419M561K2.9%
06
AAPL
APPLE INC
$419M1.4M2.9%
07
72348N109
PINNACLE FINL PARTNERS INC
$345M3.4M2.4%
08
IWM
ISHARES TR
$325M1.1M2.2%
09
VEA
VANGUARD TAX-MANAGED FDS
$291M4.1M2.0%
10
NVDA
NVIDIA CORPORATION
$272M1.4M1.9%

Filing history

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 →