2026 Q1 Portfolio Activity
In 2026 Q1, Pinnacle Financial Partners, Inc. maintained a portfolio of 1124 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 0.31% of the total fund value. They heavily accumulated shares in PINNACLE FINL PARTNERS INC, increasing the position by 75260.6%. Conversely, Pinnacle Financial Partners, Inc. completely exited their position in SYNOVUS FINL CORP.
Position History
hover any row below to update
Loading…
Total Positions
1124
Quarter
2026 Q1
Top Holding
IWD (5.3%)
Top 10 Concentration
32.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1124
Pinnacle Financial Partners, Inc. Full Holdings List — 2026 Q1
| 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 | 5.31% | 7.25% |
#1
Prev: #1
|
4.6 |
—
|
151,073 | 4.9% |
P
S
|
3,245,825 | $693,546,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 4.52% | 6.54% |
#2
Prev: #2
|
5.3 |
—
|
145,021 | 11.7% |
P
S
|
1,384,642 | $590,435,098 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 4.42% | 5.86% |
#3
1
Prev: #4
|
3.3 |
—
|
70,799 | 0.9% |
P
S
|
7,593,637 | $577,497,512 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GPN
GLOBAL PMTS INC
|
Industrials | 3.65% | 6.53% |
#4
1
Prev: #3
|
2.5 |
—
|
-492,407 | -6.5% |
P
S
|
7,082,133 | $476,628,755 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 3.18% | 3.40% |
#5
Prev: #5
|
4.3 |
—
|
191,158 | 42.7% |
P
S
|
638,901 | $415,548,729 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 2.81% | 2.48% |
#6
2
Prev: #8
|
4.1 |
—
|
628,801 | 76.7% |
P
S
|
1,449,050 | $367,767,799 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 2.30% | 0.00% |
#7
716
Prev: #723
|
3.9 |
—
|
3,492,090 | 75260.6% |
P
S
|
3,496,730 | $301,201,577 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.04% | 1.97% |
#8
3
Prev: #11
|
3.8 |
—
|
354,499 | 97.0% |
P
S
|
719,898 | $266,501,081 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWM
ISHARES TR
|
ETF | 2.03% | 2.74% |
#9
2
Prev: #7
|
2.8 |
—
|
69,574 | 7.0% |
P
S
|
1,069,445 | $265,234,624 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.94% | 2.16% |
#10
Prev: #10
|
3.3 |
—
|
860,843 | 27.8% |
P
S
|
3,957,635 | $253,605,734 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.81% | 1.91% |
#11
1
Prev: #12
|
3.2 |
—
|
437,531 | 47.5% |
P
S
|
1,357,806 | $236,803,501 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWB
ISHARES TR
|
ETF | 1.66% | 2.45% |
#12
3
Prev: #9
|
1.2 |
—
|
20,866 | 3.5% |
P
S
|
609,704 | $217,396,417 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.56% | 0.75% |
#13
10
Prev: #23
|
3.6 |
—
|
234,062 | 218.0% |
P
S
|
341,435 | $204,044,172 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SO
SOUTHERN CO
|
Utilities | 1.42% | 1.60% |
#14
1
Prev: #13
|
2.6 |
—
|
275,917 | 16.7% |
P
S
|
1,923,892 | $185,701,033 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.39% | 1.24% |
#15
Prev: #15
|
3.6 |
—
|
277,696 | 78.0% |
P
S
|
633,570 | $182,202,203 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.39% | 1.09% |
#16
2
Prev: #18
|
3.6 |
—
|
314,010 | 103.7% |
P
S
|
616,866 | $181,477,314 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.18% | 0.95% |
#17
2
Prev: #19
|
3.5 |
—
|
371,546 | 101.1% |
P
S
|
739,129 | $153,938,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.03% | 0.50% |
#18
13
Prev: #31
|
3.4 |
—
|
414,737 | 110.4% |
P
S
|
790,463 | $134,116,182 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.00% | 1.20% |
#19
2
Prev: #17
|
2.9 |
—
|
42,200 | 42.3% |
P
S
|
142,018 | $130,638,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.97% | 1.32% |
#20
6
Prev: #14
|
2.4 |
—
|
73,779 | 6.9% |
P
S
|
1,150,524 | $126,224,361 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWR
ISHARES TR
|
ETF | 0.93% | 1.21% |
#21
5
Prev: #16
|
2.4 |
—
|
125,162 | 11.1% |
P
S
|
1,253,521 | $121,880,442 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.83% | 0.53% |
#22
7
Prev: #29
|
3.3 |
—
|
215,335 | 94.4% |
P
S
|
443,454 | $108,405,006 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.79% | 0.77% |
#23
1
Prev: #22
|
2.8 |
—
|
67,900 | 39.2% |
P
S
|
241,242 | $103,809,052 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.77% | 0.51% |
#24
6
Prev: #30
|
3.3 |
—
|
204,087 | 138.8% |
P
S
|
351,134 | $100,731,714 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.74% | 0.20% |
#25
50
Prev: #75
|
3.3 |
—
|
183,418 | 488.5% |
P
S
|
220,969 | $96,538,772 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.71% | 0.33% |
#26
18
Prev: #44
|
3.3 |
—
|
219,870 | 257.8% |
P
S
|
305,167 | $92,240,221 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.69% | 0.69% |
#27
2
Prev: #25
|
3.3 |
—
|
97,083 | 52.9% |
P
S
|
280,751 | $90,077,732 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.67% | 0.83% |
#28
7
Prev: #21
|
2.8 |
—
|
68,194 | 31.6% |
P
S
|
284,119 | $87,943,162 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.63% | 0.38% |
#29
8
Prev: #37
|
3.3 |
—
|
175,758 | 79.1% |
P
S
|
397,971 | $82,351,018 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.63% | 0.64% |
#30
3
Prev: #27
|
2.8 |
—
|
83,123 | 49.9% |
P
S
|
249,705 | $82,144,720 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EFA
ISHARES TR
|
ETF | 0.62% | 0.55% |
#31
3
Prev: #28
|
3.2 |
—
|
323,415 | 63.3% |
P
S
|
834,090 | $81,017,704 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 0.61% | 0.85% |
#32
12
Prev: #20
|
2.2 |
—
|
80,321 | 5.5% |
P
S
|
1,534,057 | $79,663,581 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.59% | 0.36% |
#33
7
Prev: #40
|
3.2 |
—
|
40,085 | 106.1% |
P
S
|
77,853 | $77,588,465 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.55% | 0.37% |
#34
4
Prev: #38
|
3.2 |
—
|
200,095 | 114.6% |
P
S
|
374,647 | $71,905,321 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IVV
ISHARES TR
|
ETF | 0.52% | 0.29% |
#35
19
Prev: #54
|
3.2 |
—
|
65,481 | 169.8% |
P
S
|
104,052 | $67,983,501 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.52% | 0.32% |
#36
14
Prev: #50
|
3.2 |
—
|
187,440 | 151.2% |
P
S
|
311,375 | $67,723,614 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 0.50% | 0.69% |
#37
13
Prev: #24
|
2.2 |
—
|
31,118 | 5.4% |
P
S
|
612,088 | $65,297,548 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.48% | 0.32% |
#38
11
Prev: #49
|
3.2 |
—
|
45,039 | 76.0% |
P
S
|
104,318 | $63,060,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PRF
INVESCO EXCHANG...
|
ETF | 0.46% | 0.65% |
#39
13
Prev: #26
|
0.7 |
—
|
19,818 | 1.6% |
P
S
|
1,265,634 | $60,167,229 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 0.45% | 0.11% |
#40
80
Prev: #120
|
3.2 |
—
|
493,291 | 495.6% |
P
S
|
592,828 | $58,852,015 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.44% | 0.30% |
#41
11
Prev: #52
|
3.2 |
—
|
220,416 | 89.9% |
P
S
|
465,593 | $57,866,739 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.43% | 0.12% |
#42
73
Prev: #115
|
3.2 |
—
|
159,615 | 564.5% |
P
S
|
187,889 | $56,835,842 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.43% | 0.21% |
#43
28
Prev: #71
|
3.2 |
—
|
225,359 | 180.8% |
P
S
|
349,973 | $55,892,121 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.40% | 0.46% |
#44
12
Prev: #32
|
2.7 |
—
|
209,980 | 29.3% |
P
S
|
925,552 | $52,463,760 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.39% | 0.04% |
#45
210
Prev: #255
|
3.2 |
—
|
139,750 | 1073.8% |
P
S
|
152,764 | $51,611,347 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IJR
ISHARES TR
|
ETF | 0.38% | 0.28% |
#46
14
Prev: #60
|
3.2 |
—
|
192,945 | 93.7% |
P
S
|
398,964 | $49,597,295 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHY
ISHARES TR
|
ETF | 0.36% | 0.40% |
#47
12
Prev: #35
|
2.6 |
—
|
143,652 | 33.3% |
P
S
|
575,105 | $47,486,934 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.36% | 0.28% |
#48
11
Prev: #59
|
3.1 |
—
|
49,573 | 100.6% |
P
S
|
98,847 | $47,368,296 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 0.35% | 0.00% |
#49
803
Prev: #852
|
3.1 |
—
|
97,003 | 17930.3% |
P
S
|
97,544 | $46,162,486 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DVY
ISHARES TR
|
ETF | 0.35% | 0.33% |
#50
4
Prev: #46
|
2.6 |
—
|
90,571 | 43.2% |
P
S
|
300,002 | $45,427,205 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 1124 holdings