Pinnacle Financial Partners, Inc.

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
1,076
Total value ($000)
$13,071,076
Net value change ($000)
-164,573 (-1.2%)
New positions
91
Sold out positions
61
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PNFP 301,202 NEW
XOM 36,569 37.5%
RSP 35,401 97.0%
KO 32,963 6.1%
SO 31,526 20.4%
CVX 19,091 30.2%
JNJ 17,239 18.9%
FSCC 17,031 163.1%
VEA 13,710 5.7%
LMT 11,397 22.1%
Top Reduces (Value $000, Stocks/ETFs)
SNV -265,797 -100.0%
GPN -109,642 -18.7%
MSFT -80,261 -23.1%
SPY -70,711 -14.5%
PINNACLE FINANCIAL PARTNERS INC -65,671 -100.0%
IWF -62,140 -9.5%
AAPL -29,270 -7.4%
LLY -23,008 -15.0%
NVDA -19,673 -7.7%
JPM -18,513 -9.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type