2026 Q2 Portfolio Activity
In 2026 Q2, Pinnacle Financial Partners, Inc. maintained a portfolio of 1163 distinct positions. The most significant new addition was SSGA ACTIVE ETF TR, now representing 0.07% of the total fund value. They heavily accumulated shares in ELI LILLY & CO, increasing the position by 9.2%.
Position History
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Total Positions
1163
Quarter
2026 Q2
Top Holding
IWD (5.4%)
Top 10 Concentration
31.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1163
Pinnacle Financial Partners, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IWD
ISHARES TR
|
ETF | 5.38% | 5.31% |
#1
Prev: #1
|
4.7 |
—
|
11,240 | 0.3% |
P
S
|
3,257,065 | $789,610,340 |
$209.19
+21.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IWF
ISHARES TR
|
ETF | 4.74% | 4.52% |
#2
Prev: #2
|
6.4 |
—
|
4,210,931 | 304.1% |
P
S
|
5,595,573 | $694,802,375 |
$122.37
+0.1%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
KO
COCA COLA CO
|
Consumer Defensive | 3.99% | 4.42% |
#3
Prev: #3
|
3.1 |
—
|
-400,623 | -5.3% |
P
S
|
7,193,014 | $584,576,274 |
$69.05
+27.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
GPN
GLOBAL PMTS INC
|
Industrials | 3.43% | 3.65% |
#4
Prev: #4
|
2.4 |
—
|
-143,842 | -2.0% |
P
S
|
6,938,291 | $503,442,404 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.86% | 3.18% |
#5
Prev: #5
|
2.1 |
—
|
-77,612 | -12.1% |
P
S
|
561,289 | $419,154,393 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.86% | 2.81% |
#6
Prev: #6
|
1.6 |
—
|
-1,017 | -0.1% |
P
S
|
1,448,033 | $419,002,971 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 2.35% | 2.30% |
#7
Prev: #7
|
1.4 |
—
|
-80,203 | -2.3% |
P
S
|
3,416,527 | $344,659,282 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWM
ISHARES TR
|
ETF | 2.21% | 2.03% |
#8
1
Prev: #9
|
1.4 |
—
|
11,129 | 1.0% |
P
S
|
1,080,574 | $324,658,585 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.98% | 1.94% |
#9
1
Prev: #10
|
1.3 |
—
|
124,468 | 3.1% |
P
S
|
4,082,103 | $290,849,937 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.85% | 1.81% |
#10
1
Prev: #11
|
1.2 |
—
|
78 | 0.0% |
P
S
|
1,357,884 | $271,699,080 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.83% | 2.04% |
#11
3
Prev: #8
|
1.2 |
—
|
-1,543 | -0.2% |
P
S
|
718,355 | $267,960,860 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWB
ISHARES TR
|
ETF | 1.75% | 1.66% |
#12
Prev: #12
|
1.2 |
—
|
15,644 | 2.6% |
P
S
|
625,348 | $256,080,128 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.64% | 1.56% |
#13
Prev: #13
|
1.2 |
—
|
8,378 | 2.5% |
P
S
|
349,813 | $240,255,277 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.55% | 1.39% |
#14
1
Prev: #15
|
1.1 |
—
|
3,403 | 0.5% |
P
S
|
636,973 | $227,635,232 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.36% | 1.39% |
#15
1
Prev: #16
|
1.0 |
—
|
-6,513 | -1.1% |
P
S
|
610,353 | $199,787,197 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.27% | 1.00% |
#16
3
Prev: #19
|
2.5 |
—
|
12,999 | 9.2% |
P
S
|
155,017 | $185,932,160 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SO
SOUTHERN CO
|
Utilities | 1.26% | 1.42% |
#17
3
Prev: #14
|
1.0 |
—
|
8,447 | 0.4% |
P
S
|
1,932,339 | $184,944,257 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.22% | 1.18% |
#18
1
Prev: #17
|
1.0 |
—
|
11,193 | 1.5% |
P
S
|
750,322 | $178,831,937 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.06% | 0.39% |
#19
26
Prev: #45
|
0.9 |
—
|
-17,902 | -11.7% |
P
S
|
134,862 | $155,670,873 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AFL
AFLAC INC
|
Financial Services | 1.01% | 0.97% |
#20
Prev: #20
|
2.4 |
—
|
116,311 | 10.1% |
P
S
|
1,266,835 | $148,536,431 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IWR
ISHARES TR
|
ETF | 0.94% | 0.93% |
#21
Prev: #21
|
0.9 |
—
|
-7,987 | -0.6% |
P
S
|
1,245,534 | $137,407,388 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 0.77% |
#22
2
Prev: #24
|
0.8 |
—
|
-10,502 | -3.0% |
P
S
|
340,632 | $120,355,843 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.79% | 0.74% |
#23
2
Prev: #25
|
3.3 |
—
|
1,127,408 | 510.2% |
P
S
|
1,348,377 | $116,149,325 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.77% | 0.83% |
#24
2
Prev: #22
|
0.8 |
—
|
4,027 | 0.9% |
P
S
|
447,481 | $113,647,085 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.75% | 0.67% |
#25
3
Prev: #28
|
0.8 |
—
|
6,955 | 2.4% |
P
S
|
291,074 | $109,953,639 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.74% | 1.03% |
#26
8
Prev: #18
|
0.8 |
—
|
4,373 | 0.6% |
P
S
|
794,836 | $108,669,982 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
V
VISA INC
|
Financial Services | 0.72% | 0.71% |
#27
1
Prev: #26
|
0.8 |
—
|
1,694 | 0.6% |
P
S
|
306,861 | $105,281,253 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.68% | 0.55% |
#28
6
Prev: #34
|
2.8 |
—
|
91,728 | 24.5% |
P
S
|
466,375 | $99,230,814 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.63% | 0.79% |
#29
6
Prev: #23
|
0.8 |
—
|
8,780 | 3.6% |
P
S
|
250,022 | $92,103,362 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.62% | 0.69% |
#30
3
Prev: #27
|
0.7 |
—
|
-34,727 | -12.4% |
P
S
|
246,024 | $91,038,783 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.61% | 0.63% |
#31
1
Prev: #30
|
0.7 |
—
|
4,837 | 1.9% |
P
S
|
254,542 | $89,772,123 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.60% | 0.62% |
#32
1
Prev: #31
|
0.7 |
—
|
8,492 | 1.0% |
P
S
|
842,582 | $87,527,653 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.58% | 0.61% |
#33
1
Prev: #32
|
2.2 |
—
|
89,345 | 5.8% |
P
S
|
1,623,402 | $84,968,876 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.53% | 0.52% |
#34
1
Prev: #35
|
0.7 |
—
|
37 | 0.0% |
P
S
|
104,089 | $77,951,881 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.53% | 0.52% |
#35
1
Prev: #36
|
0.7 |
—
|
-2,073 | -0.7% |
P
S
|
309,302 | $77,832,978 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 0.51% | 0.50% |
#36
1
Prev: #37
|
2.2 |
—
|
90,658 | 14.8% |
P
S
|
702,746 | $74,557,838 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.50% | 0.59% |
#37
4
Prev: #33
|
0.7 |
—
|
769 | 1.0% |
P
S
|
78,622 | $73,549,443 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 0.47% | 0.46% |
#38
1
Prev: #39
|
0.7 |
—
|
17,685 | 1.4% |
P
S
|
1,283,319 | $69,337,773 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.45% | 0.63% |
#39
10
Prev: #29
|
0.7 |
—
|
3,136 | 0.8% |
P
S
|
401,107 | $66,487,633 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.45% | 0.43% |
#40
2
Prev: #42
|
0.7 |
—
|
6,650 | 3.5% |
P
S
|
194,539 | $65,803,241 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.44% | 0.32% |
#41
16
Prev: #57
|
0.7 |
—
|
4,371 | 0.8% |
P
S
|
550,377 | $64,647,335 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AGG
ISHARES TR
|
ETF | 0.44% | 0.45% |
#42
2
Prev: #40
|
2.2 |
—
|
53,818 | 9.1% |
P
S
|
646,646 | $64,005,038 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.42% | 0.31% |
#43
17
Prev: #60
|
0.7 |
—
|
-531 | -0.9% |
P
S
|
57,226 | $60,940,076 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.41% | 0.38% |
#44
2
Prev: #46
|
0.7 |
—
|
7,943 | 2.0% |
P
S
|
406,907 | $60,348,458 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.39% | 0.20% |
#45
50
Prev: #95
|
0.7 |
—
|
5,784 | 3.6% |
P
S
|
167,383 | $57,080,953 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.37% | 0.33% |
#46
8
Prev: #54
|
0.6 |
—
|
-607 | -0.8% |
P
S
|
73,967 | $54,470,001 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.37% | 0.43% |
#47
4
Prev: #43
|
0.6 |
—
|
5,914 | 1.7% |
P
S
|
355,887 | $53,917,367 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.36% | 0.48% |
#48
10
Prev: #38
|
0.6 |
—
|
681 | 0.7% |
P
S
|
104,999 | $53,492,972 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.36% | 0.44% |
#49
8
Prev: #41
|
0.6 |
—
|
2,178 | 0.5% |
P
S
|
467,771 | $52,979,787 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.35% | 0.34% |
#50
2
Prev: #52
|
0.6 |
—
|
2,835 | 1.6% |
P
S
|
184,932 | $52,004,802 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 1163 holdings