Pinnacle Financial Partners, Inc. 13F Portfolio

CIK 2082866 Filing since Q4 2025 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

675 positions · Q2 2026

Pinnacle Financial Partners, Inc. reported 675 positions worth $8.44B for the quarter ended Jun 30, 2026, up 10.7% on the prior quarter. It opened 40 new positions, added to 286, trimmed 298 and exited 22. Its largest holding is Coca Cola Co at 6.9% of the portfolio.

Portfolio Value
$8.44B
+10.7% QoQ · — YoY
Positions
675
40 new · 22 sold out
Top 10 Concentration
37.8%
of portfolio value
Largest Position
KO 6.9%
Coca Cola Co
Net Buying
-$5.79M
$181.58M bought · $187.37M sold
Turnover
2.3%
of the portfolio traded
Top Sector
Technology
33.8% of value
Track Record
3
quarters on file since Q4 2025

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
33.8%
Technology
Technology33.8%
Financial Services18.81%
Consumer Staples10.75%
Healthcare9.76%
Industrials9.47%
Consumer Discretionary5.94%
Energy3.97%
Utilities3.38%
Basic Materials1.83%
Communication Services1.02%
Other0.816%
Real Estate0.467%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesConsumer StaplesHealthcareIndustrialsConsumer DiscretionaryEnergyUtilitiesBasic MaterialsCommunication ServicesOtherReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
LLY ELI LILLY & Co +13.0K +9.2% $15.59M 2.2%
AFL Aflac Inc +116.3K +10.1% $13.64M 1.76%
HONA Honeywell Aerospace Inc. +57.2K – $12.61M 0.15%
CB Chubb Ltd +15.0K +23.5% $5.10M 0.317%
URI United Rentals, Inc. +4,413 +516.1% $5.00M 0.071%
FCX Freeport-Mcmoran Inc +75.9K +92.4% $4.77M 0.118%
GLD Spdr Gold Trust +8,780 +3.6% $3.23M 1.09%
ZM Zoom Communications, Inc. +36.2K +705.2% $3.13M 0.042%
MS Morgan Stanley +14.0K +9.0% $2.93M 0.42%
INTC Intel Corp +21.0K +18.9% $2.93M 0.218%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
KO Coca Cola Co -400.6K -5.3% $32.56M 6.93%
MU Micron Technology Inc -17.9K -11.7% $20.66M 1.85%
GPN Global Payments Inc -143.8K -2.0% $10.44M 5.97%
PNFP Pinnacle Financial Partners, Inc. -80.2K -2.3% $8.09M 4.09%
TMO Thermo Fisher Scientific Inc. -14.7K -28.0% $7.37M 0.225%
BE Bloom Energy Corp -13.3K -22.6% $4.02M 0.163%
MRVL Marvell Technology, Inc. -13.1K -7.9% $3.89M 0.538%
GOOG Alphabet Inc. -10.5K -3.0% $3.71M 1.43%
MDT Medtronic plc -41.6K -36.6% $3.26M 0.067%
CPB CAMPBELL'S Co -145.2K -100.0% $3.23M Exited

New Positions

Q2 2026
Holding Shares Trade Value Weight
HONA Honeywell Aerospace Inc. +57.2K $12.61M 0.15%
NOVT Novanta Inc +17.5K $2.84M 0.034%
AVT Avnet Inc +18.9K $1.68M 0.02%
PDFS Pdf Solutions Inc +20.9K $1.48M 0.018%
TKR Timken Co +8,906 $1.29M 0.015%
COLM Columbia Sportswear Co +15.0K $926.50K 0.011%
HQY Healthequity, Inc. +9,964 $899.95K 0.011%
CRL Charles River Laboratories International, Inc. +3,869 $877.45K 0.01%
MDB MongoDB, Inc. +2,279 $765.73K <0.01%
ROKU Roku, Inc +4,699 $649.12K <0.01%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
CPB CAMPBELL'S Co -145.2K $3.23M 0.042%
HURN Huron Consulting Group Inc. -24.4K $3.11M 0.041%
QLYS Qualys, Inc. -30.0K $2.64M 0.035%
PCOR Procore Technologies, Inc. -19.5K $1.11M 0.015%
CRUS Cirrus Logic, Inc. -5,011 $724.69K <0.01%
TDY Teledyne Technologies Inc -936 $566.29K <0.01%
PKG Packaging Corp Of America -2,246 $476.65K <0.01%
FSLR First Solar, Inc. -2,347 $462.97K <0.01%
BROS Dutch Bros Inc. -9,133 $462.68K <0.01%
XP XP Inc. -19.1K $363.93K <0.01%
Holdings · Q2 2026

675 Positions

As ofJun 30, 2026
Value$8.44B
Top 1037.8%
Avg position$12.50M
# Activity
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Showing 1–15 of 675 positions 13F filings on SEC EDGAR

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About Pinnacle Financial Partners, Inc.’s 13F Portfolio

What are Pinnacle Financial Partners, Inc.’s largest holdings?

As of its Q2 2026 13F filing, Pinnacle Financial Partners, Inc.’s five largest positions were Coca Cola Co (KO) at 6.9%, Global Payments Inc (GPN) at 6.0%, Apple Inc. (AAPL) at 5.0%, Pinnacle Financial Partners, Inc. (PNFP) at 4.1%, Nvidia Corp (NVDA) at 3.2% of the reported portfolio.

How much is Pinnacle Financial Partners, Inc.’s portfolio worth?

Pinnacle Financial Partners, Inc. reported a 13F portfolio worth $8.44B across 675 positions for Q2 2026. That is up 10.7% from the previous quarter.

What did Pinnacle Financial Partners, Inc. buy in Q2 2026?

Its largest purchases by value were ELI LILLY & Co ($15.59M), Aflac Inc ($13.64M), Honeywell Aerospace Inc. ($12.61M). It opened 40 new positions.

What did Pinnacle Financial Partners, Inc. sell in Q2 2026?

Its largest sales by value were Coca Cola Co ($32.56M), Micron Technology Inc ($20.66M), Global Payments Inc ($10.44M). It exited 22 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Pinnacle Financial Partners, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.