Pinnacle Financial Partners, Inc.

Q3 2026 13F-HR Detailed Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
2,666
Total value ($000)
$14,812,690
Net value change ($000)
+148,001 (1.0%)
New positions
62
Sold out positions
65
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to Q2 2026
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)
XOM 128,383 NEW
MSFT 98,870 36.9%
IEMG 70,222 218.5%
AAPL 63,869 15.2%
NVDA 37,772 13.9%
KO 29,167 5.0%
VCIT 19,503 109.5%
VLO 19,182 49.1%
IWD 18,918 2.4%
PANW 15,950 27.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -108,670 -100.0%
VTI -42,494 -46.7%
ACWI -30,888 -96.7%
RSP -30,727 -31.0%
SO -28,386 -15.3%
AGG -20,283 -31.7%
PNFP -19,177 -5.6%
IWM -17,938 -5.5%
MU -17,929 -11.5%
HD -17,166 -19.1%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 SYNOVUS TRUST CO NA 028-04944
2 Synovus Securities, Inc. 028-14463
3 Pinnacle Bank