Pinnacle Financial Partners, Inc.
CIK 2082866 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- IWD5.38%
- IWF4.74%
- KO3.99%
- GPN3.43%
- SPY2.86%
- AAPL2.86%
- PNFP2.35%
- IWM2.21%
- VEA1.98%
- NVDA1.85%
Share classes counted separately31.65%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MUWeight increased · +0.67 pp0.39% → 1.06%Shares -17.90K (-11.72%)
- KOWeight decreased · -0.43 pp4.42% → 3.99%Shares -400.62K (-5.28%)
- SPYWeight decreased · -0.32 pp3.18% → 2.86%Shares -77.61K (-12.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $789.61M | 5.38% | 3.26M shares | 5.31% → 5.38%+0.07 pp +11.24K (+0.35%) | Added | ▾ |
| 02 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $694.80M | 4.74% | 5.60M shares | 4.52% → 4.74%+0.22 pp +4.21M (+304.12%) | Added | ▾ |
| 03 | KOCOCA-COLA CO/THE View history and evidence | $584.58M | 3.99% | 7.19M shares | 4.42% → 3.99%-0.43 pp -400.62K (-5.28%) | Reduced | ▾ |
| 04 | GPNGLOBAL PAYMENTS INC View history and evidence | $503.44M | 3.43% | 6.94M shares | 3.65% → 3.43%-0.22 pp -143.84K (-2.03%) | Reduced | ▾ |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $419.15M | 2.86% | 561.29K shares | 3.18% → 2.86%-0.32 pp -77.61K (-12.15%) | Reduced | ▾ |
| 06 | AAPLAPPLE INC View history and evidence | $419.00M | 2.86% | 1.45M shares | 2.81% → 2.86%+0.05 pp -1.02K (-0.07%) | Reduced | ▾ |
| 07 | PNFPPINNACLE FINANCIAL PARTNERS View history and evidence | $344.66M | 2.35% | 3.42M shares | 2.30% → 2.35%+0.05 pp -80.20K (-2.29%) | Reduced | ▾ |
| 08 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $324.66M | 2.21% | 1.08M shares | 2.03% → 2.21%+0.18 pp +11.13K (+1.04%) | Added | ▾ |
| 09 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $290.85M | 1.98% | 4.08M shares | 1.94% → 1.98%+0.04 pp +124.47K (+3.15%) | Added | ▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $271.70M | 1.85% | 1.36M shares | 1.81% → 1.85%+0.04 pp +78 (+0.01%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CPB THE CAMPBELL'S COMPANY | Non-derivative | -145,200 | -$3.23M | SEC filing ↗ | SEC filing ↗ |
| HURN HURON CONSULTING GROUP INC | Non-derivative | -24,411 | -$3.11M | SEC filing ↗ | SEC filing ↗ |
| QLYS QUALYS INC | Non-derivative | -30,042 | -$2.64M | SEC filing ↗ | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2082866 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 14664688733
}Research all 1,128 reported holdings.
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