Pinnacle Financial Partners, Inc.
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Pinnacle Financial Partners, Inc. manages $13.1B across 1076 positions as of Q1 2026. Top holdings: IWD (5.3%), IWF (4.5%), KO (4.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1/5.0.
Q1 2026 Summary
Active quarter - 91 new positions, 61 exits, 520 increased. Top move: PNFP (NEW, conviction 80). Portfolio: $13.1B across 1076 positions.
Top holdings by portfolio weight
IWD5.31%
IWF4.52%
KO4.42%
GPN3.65%
SPY3.18%
AAPL2.81%
PNFP2.30%
MSFT2.04%
IWM2.03%
VEA1.94%
Other1.81%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings1,076 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
ISHARES TR | 3.2M | $693.5M | 5.3% | $211.94 | +9.68% | 2 qtrssince 2025-Q4 | Decreased 0 | |
ISHARES TR | 1.4M | $590.4M | 4.5% | $476.83 | -73.72% | 2 qtrssince 2025-Q4 | Increased 58 | |
COCA COLA CO | 7.6M | $577.5M | 4.4% | $70.07 | +15.58% | 2 qtrssince 2025-Q4 | Decreased 0 | |
GLOBAL PMTS INC | 7.1M | $476.6M | 3.6% | $79.31 | -14.79% | 2 qtrssince 2025-Q4 | Decreased 0 | |
STATE STR SPDR S&P 500 ETF T | 638,901 | $415.5M | 3.2% | $687.01 | +8.06% | 2 qtrssince 2025-Q4 | Decreased 0 | |
APPLE INC | 1.4M | $367.8M | 2.8% | $272.82 | +10.05% | 2 qtrssince 2025-Q4 | Decreased 0 | |
PINNACLE FINL PARTNERS INC | 3.5M | $301.2M | 2.3% | $91.23 | +3.06% | 1 qtr | New 80 | |
MICROSOFT CORP | 719,898 | $266.5M | 2.0% | $487.14 | -12.29% | 2 qtrssince 2025-Q4 | Increased 53 | |
ISHARES TR | 1.1M | $265.2M | 2.0% | $248.14 | +11.87% | 2 qtrssince 2025-Q4 | Increased 53 | |
VANGUARD TAX-MANAGED FDS | 4M | $253.6M | 1.9% | $62.90 | +9.82% | 2 qtrssince 2025-Q4 | Increased 50 | |
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer