Total reported value
$13.1B
Reporting period: 2026-03-31 · Number of holdings: 2572
Pinnacle Financial Partners, Inc. disclosed 2572 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $13.1B and a quarterly turnover rate of 17.2%.
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Showing top 1076 holdings (of 2572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.31% | +0.12% | -0.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.52% | -0.41% | +0.43% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.42% | +0.31% | -2.51% | |
| 4 | GPN | Global Payments INC | Stock-Industrials | 3.65% | -0.78% | -6.50% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | -0.49% | -10.39% | |
| 6 | AAPL | Apple INC | Stock-Tech | 2.81% | -0.19% | -0.78% | |
| 7 | PNFP | Pinnacle Financial Partners | Stock-Financials | 2.30% | +2.30% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.58% | +0.41% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.03% | — | +0.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.94% | +0.13% | +3.06% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | -0.13% | -1.26% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.66% | — | +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% | +0.26% | +8.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.10% | +0.80% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.12% | -0.60% | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.18% | -0.11% | -0.34% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +0.29% | -2.48% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.16% | -0.66% | |
| 20 | AFL | Aflac INC | Stock-Financials | 0.97% | — | +4.76% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | — | +0.35% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.14% | +0.67% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | — | -4.23% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.09% | -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% | -0.11% | -0.99% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | — | -1.74% | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 0.67% | — | +6.18% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.15% | -4.11% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.63% | — | -0.50% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | — | -6.84% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.61% | — | +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% | +0.27% | +96.62% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +9.18% | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.52% | — | +0.85% | |
| 37 | GVI | Ishares Intermediate Governm | ETF-Other | 0.50% | — | +5.36% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | +0.09% | -2.32% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.46% | — | +0.62% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | — | +3.73% | |
| 41 | WMT | Walmart INC | Stock-Consumer Staples | 0.44% | — | +0.61% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.43% | -0.09% | +1.34% | |
| 43 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.43% | — | +1.78% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | — | -0.27% | |
| 45 | MU | Micron Technology INC | Stock-Tech | 0.39% | — | -13.21% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | — | +1.85% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.36% | — | -7.09% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | +10.24% | |
| 49 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.35% | — | -0.63% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.35% | — | -0.09% |
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+6.6%
Based on 5 months of available history
Based on 80% of reported portfolio value with available pricing
Pinnacle Financial Partners, Inc.'s most significant position changes for 2026-03-31: New buy: Pinnacle Financial Partners (PNFP); Sold out: Synovus Financial CORP (SYU1); Sold out: Pinnacle Financial Partners, Inc. (PNW); New buy: AstraZeneca PLC (AZN); Sold out: Corpay INC (CPAY).
| # | 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 | MPWR | Monolithic Power Systems INC | +0.1% | +5.50% | Add |
| 18 | TLH | Ishares 10-20 Year Treasury | +0.1% | +51.67% | Add |
| 19 | CPRT | Copart INC | 0% | -28.06% | Trim |
| 20 | IBM | Intl Business Machines CORP | -0.1% | +3.45% | Add |
| 21 | VUG | Vanguard Growth ETF | -0.1% | +3.36% | Add |
| 22 | NOW | Servicenow INC | -0.1% | +0.47% | Add |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -2.18% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -4.37% | Trim |
| 25 | DHR | Danaher CORP | -0.1% | -13.44% | Trim |
| 26 | ABT | Abbott Laboratories | -0.1% | -9.68% | Trim |
| 27 | ADP | Automatic Data Processing | -0.1% | -1.44% | Trim |
| 28 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -19.54% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.17% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | -1.73% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -2.98% | Trim |
| 32 | AXP | American Express Co | -0.1% | +1.34% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.80% | Add |
| 34 | AMZN | Amazon.com INC | -0.1% | -0.34% | Trim |
| 35 | V | Visa Inc-class A Shares | -0.1% | -0.99% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -0.60% | Trim |
| 37 | CRM | Salesforce INC | -0.1% | -23.13% | Trim |
| 38 | NVDA | Nvidia CORP | -0.1% | -1.26% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.2% | -0.66% | Trim |
| 40 | AAPL | Apple INC | -0.2% | -0.78% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | -0.4% | +0.43% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -10.39% | Trim |
| 43 | MSFT | Microsoft CORP | -0.6% | +0.41% | Add |
| 44 | GPN | Global Payments INC | -0.8% | -6.50% | Trim |
| 45 | PNFP | Pinnacle Financial Partners | — | NEW | New buy |
| 46 | SYU1 | Synovus Financial CORP | — | EXIT | Sold out |
| 47 | PNW | Pinnacle Financial Partners, Inc. | — | EXIT | Sold out |
| 48 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 49 | CPAY | Corpay INC | — | EXIT | Sold out |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
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