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CIK: 0002082866
Total reported value
$14.7B
$14.7B
1076 檔
18.8%
The Q1 2026 SEC filing reveals that Pinnacle Financial Partners, Inc. held a total portfolio value of $14.7B, covering 1076 public equity positions.
In Q1 2026, Pinnacle Financial Partners, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1076 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.31% | +0.07% | -0.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.52% | +0.22% | +0.43% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.42% | -0.43% | -2.51% | |
| 4 | GPN | Global Payments Inc | Stock-Industrials | 3.65% | -0.22% | -6.50% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | -0.32% | -10.39% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.05% | -0.78% | |
| 7 | PNFP | Pinnacle Financial Partners | Stock-Financials | 2.30% | +0.05% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.21% | +0.41% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.03% | +0.18% | +0.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.94% | +0.04% | +3.06% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | +0.04% | -1.26% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.66% | +0.09% | +2.83% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.08% | -1.17% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.42% | -0.16% | +8.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.16% | +0.80% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.03% | -0.60% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.04% | -0.34% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.29% | -2.48% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.27% | -0.66% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 0.97% | +0.04% | +4.76% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | +0.01% | +0.35% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.05% | +0.67% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | -0.16% | -4.23% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.05% | -2.98% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.05% | +3.36% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.01% | -0.99% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.07% | -1.74% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +0.08% | +6.18% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.18% | -4.11% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.02% | -0.50% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | -0.02% | -6.84% | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.61% | -0.03% | +5.53% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.09% | +0.78% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.13% | +96.62% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.01% | +9.18% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | +0.85% | |
| 37 | GVI | Ishares Intermediate Governm | ETF-Other | 0.50% | +0.01% | +5.36% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | -0.12% | -2.32% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.46% | +0.01% | +0.62% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.01% | +3.73% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.08% | +0.61% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.43% | +0.02% | +1.34% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.06% | +1.78% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.10% | -0.27% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +0.67% | -13.21% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.03% | +1.85% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.36% | -0.03% | -7.09% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.01% | +10.24% | |
| 49 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.35% | -0.09% | -0.63% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.35% | -0.02% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +0.3% | -2.51% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -2.48% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +96.62% | Add |
| 4 | SO | Southern Co/the | +0.3% | +8.82% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -4.11% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.1% | +0.67% | Add |
| 7 | FSCC | Fed Hermes Small Cap Core | +0.1% | +165.93% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.06% | Add |
| 9 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.55% | Trim |
| 10 | LMT | Lockheed Martin CORP | +0.1% | -2.32% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.1% | +0.78% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +4.54% | Add |
| 13 | VLO | Valero Energy CORP | +0.1% | -12.76% | Trim |
| 14 | PWR | Quanta Services Inc | +0.1% | +0.84% | Add |
| 15 | HGER | Harbor Commodity All Weather | +0.1% | -0.03% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | +12.75% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.96% | Add |
| 18 | MPWR | Monolithic Power Systems Inc | +0.1% | +5.50% | Add |
| 19 | TLH | Ishares 10-20 Year Treasury | +0.1% | +51.67% | Add |
| 20 | GLW | Corning Inc | +0.1% | +2.60% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +0.61% | Add |
| 22 | HON | Honeywell International Inc | +0.1% | +14.53% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | -0.82% | Trim |
| 24 | LIN | Linde plc | +0.1% | +9.36% | Add |
| 25 | AFL | Aflac Inc | +0.1% | +4.76% | Add |
| 26 | SPSB | Ss Spdr P St C CORP ETF | 0% | +37.75% | Add |
| 27 | IEFA | Ishares Core Msci Eafe ETF | 0% | +16.76% | Add |
| 28 | BRTR | Ishares Total Return Act ETF | 0% | +23.60% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | 0% | +20.37% | Add |
| 30 | VXUS | Vanguard Total Intl Stock | 0% | +15.44% | Add |
| 31 | VEU | Vanguard Ftse All-world Ex-u | 0% | +37.51% | Add |
| 32 | AMAT | Applied Materials Inc | 0% | +2.53% | Add |
| 33 | MCD | Mcdonald's CORP | 0% | +9.23% | Add |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | 0% | +51.87% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | -4.23% | Trim |
| 36 | SHEL | Shell Plc-adr | 0% | -2.06% | Trim |
| 37 | TGT | Target CORP | 0% | +118.61% | Add |
| 38 | BE | Bloom Energy Corp- A | 0% | +47.19% | Add |
| 39 | IDV | Ishares International Select | 0% | +68.85% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | -1.69% | Trim |
| 41 | XLE | Ss Energy Select Sector | 0% | +6.84% | Add |
| 42 | LVHI | Franklin International Low V | 0% | +9.75% | Add |
| 43 | TBIL | F/m US Treasury 3 Month Bill | 0% | +38.27% | Add |
| 44 | ETN | Eaton Corporation plc | 0% | -2.23% | Trim |
| 45 | APA | Apa CORP | 0% | +16.78% | Add |
| 46 | HBAN | Huntington Bancshares Inc | 0% | +943.05% | Add |
| 47 | GNRC | Generac Holdings Inc | 0% | -1.66% | Trim |
| 48 | UNP | Union Pacific CORP | 0% | +3.28% | Add |
| 49 | TJX | Tjx Companies Inc | 0% | +1.78% | Add |
| 50 | DVY | Ishares Select Dividend ETF | 0% | -0.09% | Trim |
According to official SEC Form 13F filings, Pinnacle Financial Partners, Inc. reported a total U.S. public equity portfolio value of $14.7B across 1076 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWD, IWF, KO) accounted for 18.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNFP
市值: $301.2M
Top Position Liquidated / Trimmed
SYU1
前期市值: $265.8M
During Q1 2026, Pinnacle Financial Partners, Inc.'s top holdings by market value included IWD (5.3%)、IWF (4.5%)、KO (4.4%). The largest single position, IWD, represented 5.3% of total portfolio value.
In Q1 2026, Pinnacle Financial Partners, Inc. made 200 total portfolio adjustments, initiating 9 new buys, adding to 106 positions, trimming 76 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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