Pinnacle Financial Partners, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Pinnacle Financial Partners, Inc. reported 1,076 stock positions worth $13.1 billion. Its top holding was iShares Russell 1000 Value E (IWD) at 5.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 4.5%) and Coca-Cola (KO, 4.4%). Compared with Q4 2025, it opened 89 new positions, sold out of 60, added to 521 and reduced 397. The biggest buy was a new position in Pinnacle Financial Partners (PNFP) and the biggest sale an exit from Synovus Financial (SNV).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0002082866
Portfolio Value
$13.1B (Q1 2026)
SEC Filing
0001172661-26-001938 ↗ filed May 14, 2026

Holdings Value

0$5.0B$10.0B$15.0B Q4 2025: $13.2B Q4 2025 Q1 2026: $13.1B $13.1B Q1 2026 Q2 2026: $14.7B Q2 2026

Holdings 1,076 stocks · $13.1B
IWD iShares Russell 1000 Value E 5.31% 3,245,825 $693.5M Reduce -0.6%
IWF iShares Russell 1000 Growth 4.52% 1,384,642 $590.4M Add +0.4%
KO The Coca-Cola Co. 4.42% 7,593,637 $577.5M Reduce -2.5%
GPN Global Payments Inc. 3.65% 7,082,133 $476.6M Reduce -6.5%
SPY SS SPDR S&P 500 ETF Trust-US 3.18% 638,901 $415.5M Reduce -10.4%
AAPL Apple Inc. 2.81% 1,449,050 $367.8M Reduce -0.8%
PNFP Pinnacle Financial Partners 2.30% 3,496,730 $301.2M New
MSFT Microsoft Corp. 2.04% 719,898 $266.5M Add +0.4%
IWM iShares Russell 2000 ETF 2.03% 1,069,445 $265.2M Add +1.0%
VEA Vanguard Ftse Developed ETF 1.94% 3,957,635 $253.6M Add +3.1%
NVDA Nvidia Corp. 1.81% 1,357,806 $236.8M Reduce -1.3%
IWB iShares Russell 1000 ETF 1.66% 609,704 $217.4M Add +2.8%
VOO Vanguard S&P 500 ETF 1.56% 341,435 $204.0M Reduce -1.2%
SO The Southern Co. 1.42% 1,923,892 $185.7M Add +8.8%
GOOGL Alphabet Inc. Class A 1.39% 633,570 $182.2M Add +0.8%
JPM JPMorgan Chase & Co. 1.39% 616,866 $181.5M Reduce -0.6%
AMZN Amazon.com Inc. 1.18% 739,129 $153.9M Reduce -0.3%
XOM Exxon Mobil Corp. 1.03% 790,463 $134.1M Reduce -2.5%
LLY Eli Lilly & Co. 1.00% 142,018 $130.6M Reduce -0.7%
AFL Aflac Inc. 0.97% 1,150,524 $126.2M Add +4.8%
IWR iShares Russell Mid-Cap ETF 0.93% 1,253,521 $121.9M Add +0.3%
JNJ Johnson & Johnson 0.83% 443,454 $108.4M Add +0.7%
GLD SPDR Gold Shares 0.79% 241,242 $103.8M Reduce -4.2%
GOOG Alphabet Inc. Class C 0.77% 351,134 $100.7M Reduce -3.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.74% 220,969 $96.5M Add +3.4%
V Visa Inc. Class A 0.71% 305,167 $92.2M Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 0.69% 280,751 $90.1M Reduce -1.7%
AVGO Broadcom Inc. 0.67% 284,119 $87.9M Add +6.2%
CVX Chevron Corp. 0.63% 397,971 $82.4M Reduce -4.1%
HD Home Depot Inc. 0.63% 249,705 $82.1M Reduce -0.5%
EFA iShares MSCI Eafe ETF 0.62% 834,090 $81.0M Reduce -6.8%
BINC iShares Flex I A ETF-Usd Inc. 0.61% 1,534,057 $79.7M Add +5.5%
COST Costco Wholesale Corp. 0.59% 77,853 $77.6M Add +0.8%
RSP Invesco S&P 500 Equal Weight 0.55% 374,647 $71.9M Add +96.6%
IVV iShares Core S&P 500 ETF 0.52% 104,052 $68.0M Add +9.2%
ABBV Abbvie Inc. 0.52% 311,375 $67.7M Add +0.8%
GVI iShares Intermediate Governm 0.50% 612,088 $65.3M Add +5.4%
LMT Lockheed Martin Corp. 0.48% 104,318 $63.1M Reduce -2.3%
PRF Invesco Rafi US 1000 ETF 0.46% 1,265,634 $60.2M Add +0.6%
AGG iShares Core U.S. Aggregate 0.45% 592,828 $58.9M Add +3.7%
WMT Walmart Inc. 0.44% 465,593 $57.9M Add +0.6%
AXP American Express Co. 0.43% 187,889 $56.8M Add +1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 349,973 $55.9M Add +1.8%
JEPI JPMorgan Equity Premium Inco 0.40% 925,552 $52.5M Reduce -0.3%
MU Micron Technology Inc. 0.39% 152,764 $51.6M Reduce -13.2%
IJR iShares Core S&P Small-Cap E 0.38% 398,964 $49.6M Add +1.9%
SHY iShares 1-3 Year Treasury Bo 0.36% 575,105 $47.5M Reduce -7.1%
BRK.B Berkshire Hathaway Inc. Class B 0.36% 98,847 $47.4M Add +10.2%
HCA HCA Healthcare Inc. 0.35% 97,544 $46.2M Reduce -0.6%
DVY iShares Select Dividend ETF 0.35% 300,002 $45.4M Reduce -0.1%
PG The Procter & Gamble Co. 0.35% 312,265 $45.1M Reduce -0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 182,097 $44.1M Add +3.5%
MCD McDonald's Corp. 0.34% 141,637 $44.0M Add +9.2%
QQQ Invesco QQQ Trust Series 1 0.33% 74,574 $43.1M Reduce -0.4%
ETN Eaton Corp. PLC 0.33% 120,050 $42.9M Reduce -2.2%
META Meta Platforms Inc. Class A 0.33% 74,649 $42.7M Reduce -2.2%
CSCO Cisco Systems Inc. 0.32% 546,006 $42.4M Add +1.8%
UNP Union Pacific Corp. 0.32% 172,106 $41.8M Add +3.3%
HGER Harbor Commodity All Weather 0.32% 1,336,589 $41.5M Reduce -0.0%
CAT Caterpillar Inc. 0.31% 57,757 $40.9M Add +4.5%
JFLX JPMorgan Flexible Debt ETF 0.31% 810,984 $40.3M Add +5.6%
IJH iShares Core S&P Midcap ETF 0.30% 579,233 $39.1M Add +3.0%
MRK Merck & Co. Inc. 0.29% 320,321 $38.5M Reduce -1.7%
PWR Quanta Services Inc. 0.29% 68,750 $37.7M Add +0.8%
AMGN Amgen Inc. 0.29% 106,694 $37.5M Reduce -0.4%
VLO Valero Energy Corp. 0.28% 150,674 $37.2M Reduce -12.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 124,320 $35.7M Reduce -5.8%
MPWR Monolithic Power Systems Inc. 0.26% 31,621 $34.6M Add +5.5%
IEFA iShares Core MSCI Eafe ETF 0.26% 377,333 $34.2M Add +16.8%
BRK.A Berkshire Hathaway Inc. Class A 0.26% 47 $33.8M Reduce -7.8%
CME Cme Group Inc. 0.25% 112,667 $33.3M Add +1.2%
RTX RTX Corp. 0.25% 171,837 $33.2M Reduce -0.8%
PM Philip Morris International 0.25% 199,925 $33.1M Add +1.4%
VZ Verizon Communications Inc. 0.25% 649,064 $32.6M Reduce -0.8%
ORCL Oracle Corp. 0.25% 221,250 $32.5M Reduce -1.7%
IWP iShares Russell Mid-Cap Grow 0.25% 253,663 $32.5M Reduce -3.8%
DUK Duke Energy Corp. 0.25% 245,387 $32.1M Add +12.8%
WM Waste Management Inc. 0.24% 137,834 $31.7M Add +1.3%
VIG Vanguard Dividend Apprec ETF 0.24% 146,567 $31.5M Reduce -7.3%
VSDA Victoryshares Dividend Accel 0.24% 571,726 $31.2M Add +1.5%
COWZ Pacer US Cash Cows 100 ETF 0.23% 488,771 $30.6M Add +4.1%
QGRO American Century US Quality 0.23% 290,201 $30.5M Add +5.8%
VXUS Vanguard Total Intl Stock 0.23% 394,293 $30.4M Add +15.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 601,671 $29.3M Add +1.5%
MDY State Street SPDR S&P Midcap 0.22% 47,547 $29.3M Add +6.6%
ADP Automatic Data Processing 0.22% 143,982 $29.3M Reduce -1.4%
VWO Vanguard Ftse Emerging Marke 0.22% 533,020 $28.8M Add +5.6%
BRTR iShares Total Return Act ETF 0.22% 566,750 $28.4M Add +23.6%
QUAL iShares MSCI USA Quality Fac 0.22% 147,882 $28.4M Reduce -19.5%
FSCC Fed Hermes Small Cap Core 0.21% 925,365 $27.5M Add +165.9%
LIN Linde PLC 0.21% 54,749 $27.1M Add +9.4%
T AT&T Inc. 0.21% 925,657 $26.8M Reduce -15.0%
VYM Vanguard High DVD Yield ETF 0.21% 181,131 $26.8M Add +3.7%
SPGI S&P Global Inc. 0.20% 61,768 $26.3M Add +38.9%
PANW Palo Alto Networks Inc. 0.20% 161,599 $25.9M Reduce -1.4%
TMO Thermo Fisher Scientific Inc. 0.20% 52,614 $25.9M Reduce -1.0%
ABT Abbott Laboratories 0.20% 251,735 $25.8M Reduce -9.7%
VFH Vanguard Financials ETF 0.20% 212,119 $25.6M Reduce -1.5%
MS Morgan Stanley 0.20% 155,538 $25.6M Add +6.7%
XLK SS Technology Select Sector 0.20% 192,411 $25.6M Reduce -2.4%

Show all 1,076 holdings

Portfolio Sells Q4 2025 → Q1 2026
SNV Synovus Financial Corp. Sold out 0.00% −2.01
GPN Global Payments Inc. Reduce -6.5% 3.65% −0.78
PNFP Pinnacle Financial Partners Sold out 0.00% −0.50
SPY SS SPDR S&P 500 ETF Trust-US Reduce -10.4% 3.18% −0.49
AAPL Apple Inc. Reduce -0.8% 2.81% −0.19
LLY Eli Lilly & Co. Reduce -0.7% 1.00% −0.16
NVDA Nvidia Corp. Reduce -1.3% 1.81% −0.13
JPM JPMorgan Chase & Co. Reduce -0.6% 1.39% −0.12
CRM Salesforce Inc. Reduce -23.1% 0.14% −0.12
AMZN Amazon.com Inc. Reduce -0.3% 1.18% −0.12
V Visa Inc. Class A Reduce -1.0% 0.71% −0.11
GOOG Alphabet Inc. Class C Reduce -3.0% 0.77% −0.09
ORCL Oracle Corp. Reduce -1.7% 0.25% −0.08
VOO Vanguard S&P 500 ETF Reduce -1.2% 1.56% −0.08
ABT Abbott Laboratories Reduce -9.7% 0.20% −0.07
CPAY Corpay Inc. Sold out 0.00% −0.06
ADP Automatic Data Processing Reduce -1.4% 0.22% −0.06
QUAL iShares MSCI USA Quality Fac Reduce -19.5% 0.22% −0.06
META Meta Platforms Inc. Class A Reduce -2.2% 0.33% −0.05
UNH Unitedhealth Group Inc. Reduce -4.4% 0.19% −0.05
DHR Danaher Corp. Reduce -13.4% 0.13% −0.05
CPRT Copart Inc. Reduce -28.1% 0.08% −0.05
ADBE Adobe Inc. Reduce -30.5% 0.03% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -1.0% 0.20% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -1.7% 0.69% −0.03
BRK.A Berkshire Hathaway Inc. Class A Reduce -7.8% 0.26% −0.03
PANW Palo Alto Networks Inc. Reduce -1.4% 0.20% −0.03
EFA iShares MSCI Eafe ETF Reduce -6.8% 0.62% −0.03
MA Mastercard Inc. Class A Reduce -1.8% 0.20% −0.03
CAG Conagra Brands Inc. Reduce -94.8% 0.00% −0.03
NKE Nike Inc. Class B Reduce -39.8% 0.02% −0.02
HD Home Depot Inc. Reduce -0.5% 0.63% −0.02
IWP iShares Russell Mid-Cap Grow Reduce -3.8% 0.25% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -7.1% 0.36% −0.02
CCC CCC Intelligent Solutions Ho Sold out 0.00% −0.02
BLK BlackRock Inc. Reduce -2.1% 0.18% −0.02
APOC Inr Eqty Def P ETF - 6 M A/O Sold out 0.00% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -7.3% 0.24% −0.02
VFH Vanguard Financials ETF Reduce -1.5% 0.20% −0.02
CMG Chipotle Mexican Grill Inc. Reduce -15.7% 0.06% −0.02
TBLL Invesco Short Term Treasury Reduce -65.2% 0.01% −0.02
SLV iShares Silver Trust Reduce -16.9% 0.15% −0.02
QCOM Qualcomm Inc. Reduce -5.2% 0.05% −0.02
VTEB Vanguard Tax-Exempt Bond ETF Reduce -34.6% 0.04% −0.02
XLK SS Technology Select Sector Reduce -2.4% 0.20% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 0.33% −0.02
POOL Pool Corp. Sold out 0.00% −0.02
BAX Baxter International Inc. Reduce -91.7% 0.00% −0.02
KHC The Kraft Heinz Co. Reduce -88.2% 0.00% −0.02
ISRG Intuitive Surgical Inc. Reduce -1.5% 0.07% −0.02

Portfolio Buys Q4 2025 → Q1 2026
PNFP Pinnacle Financial Partners New 2.30% +2.30
RSP Invesco S&P 500 Equal Weight Add +96.6% 0.55% +0.27
SO The Southern Co. Add +8.8% 1.42% +0.26
JNJ Johnson & Johnson Add +0.7% 0.83% +0.14
FSCC Fed Hermes Small Cap Core Add +165.9% 0.21% +0.13
VEA Vanguard Ftse Developed ETF Add +3.1% 1.94% +0.13
COST Costco Wholesale Corp. Add +0.8% 0.59% +0.09
CAT Caterpillar Inc. Add +4.5% 0.31% +0.07
PWR Quanta Services Inc. Add +0.8% 0.29% +0.07
MPWR Monolithic Power Systems Inc. Add +5.5% 0.26% +0.06
IWM iShares Russell 2000 ETF Add +1.0% 2.03% +0.06
WMT Walmart Inc. Add +0.6% 0.44% +0.05
DUK Duke Energy Corp. Add +12.8% 0.25% +0.05
TLH iShares 10-20 Year Treasury Add +51.7% 0.15% +0.05
AFL Aflac Inc. Add +4.8% 0.97% +0.05
HON Honeywell International Inc. Add +14.5% 0.20% +0.05
GLW Corning Inc. Add +2.6% 0.13% +0.05
LIN Linde PLC Add +9.4% 0.21% +0.05
SPSB SS SPDR P St C Corp. ETF Add +37.8% 0.15% +0.04
IEFA iShares Core MSCI Eafe ETF Add +16.8% 0.26% +0.04
BRTR iShares Total Return Act ETF Add +23.6% 0.22% +0.04
VXUS Vanguard Total Intl Stock Add +15.4% 0.23% +0.04
IEMG iShares Core MSCI Emerging Add +20.4% 0.18% +0.04
MCD McDonald's Corp. Add +9.2% 0.34% +0.04
VEU Vanguard Ftse All-World Ex-U Add +37.5% 0.12% +0.04
TGT Target Corp. Add +118.6% 0.05% +0.03
AMAT Applied Materials Inc. Add +2.5% 0.13% +0.03
BE Bloom Energy Corp. Class A Add +47.2% 0.06% +0.03
SPTS SS SPDR P St Term TSY ETF Add +51.9% 0.10% +0.03
IDV iShares International Select Add +68.8% 0.07% +0.03
LVHI Franklin International Low V Add +9.8% 0.18% +0.03
XLE SS Energy Select Sector Add +6.8% 0.10% +0.03
TBIL F/M US Treasury 3 Month Bill Add +38.3% 0.11% +0.03
BINC iShares Flex I A ETF-Usd Inc. Add +5.5% 0.61% +0.03
APA Apa Corp. Add +16.8% 0.06% +0.03
TJX TJX Companies Inc. Add +1.8% 0.43% +0.03
GVI iShares Intermediate Governm Add +5.4% 0.50% +0.03
UNP Union Pacific Corp. Add +3.3% 0.32% +0.03
HBAN Huntington Bancshares Inc. Add +943.0% 0.03% +0.03
IVV iShares Core S&P 500 ETF Add +9.2% 0.52% +0.03
RISR Foliobe Altr In&in H ETF-Usd New 0.03% +0.03
SPGI S&P Global Inc. Add +38.9% 0.20% +0.03
AEP American Electric Power Add +5.3% 0.14% +0.03
MO Altria Group Inc. Add +0.8% 0.17% +0.03
CME Cme Group Inc. Add +1.2% 0.25% +0.02
CPB The Campbell's Company New 0.02% +0.02
NEE Nextera Energy Inc. Add +1.0% 0.16% +0.02
IWR iShares Russell Mid-Cap ETF Add +0.3% 0.93% +0.02
IJR iShares Core S&P Small-Cap E Add +1.9% 0.38% +0.02
PSX Phillips 66 Add +29.1% 0.05% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,128$14.7BIWD, IWF, KO, GPN, SPY
Q1 2026 1,076$13.1BIWD, IWF, KO, GPN, SPY
Q4 2025Amended 1,046$13.2BIWD, IWF, GPN, KO, SPY