Pinnacle Financial Partners, Inc. holds a diversified book of 1076 stocks worth $13.1B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Ishares Russell 1000 Value E. Their largest long position is Ishares Russell 1000 Value E at 5% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+21.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +13.2%, a 2.6-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Pinnacle Financial Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Pinnacle Financial Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $698.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $219.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $196.0B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $138.3B |
| LPL Financial LLC | 80 / 80 | $103.7B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $72.0B |
| Cetera Investment Advisers | 80 / 80 | $29.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $25.4B |
Ranked by how many of Pinnacle Financial Partners, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 VAL ETF | $693.5M | 3.25M | 5.3% | ▼−0.6% Reduced · −18K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $590.4M | 1.38M | 4.5% | ▲+0.4% Added · +6K sh | |
| 3 | Coca Cola Co COM | $577.5M | 7.59M | 4.4% | ▼−2.5% Reduced · −195K sh | |
| 4 | Global PMTS Inc COM | $476.6M | 7.08M | 3.6% | ▼−6.5% Reduced · −492K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $415.5M | 638.9K | 3.2% | ▼−10% Reduced · −74K sh | |
| 6 | Apple Inc COM | $367.8M | 1.45M | 2.8% | ▼−0.8% Reduced · −11K sh | |
| 7 | Pinnacle Finl Partners Inc COM | $301.2M | 3.50M | 2.3% | ▲New New position | |
| 8 | Microsoft Corp COM | $266.5M | 719.9K | 2.0% | ▲+0.4% Added · +3K sh | |
| 9 | Ishares TR RUSSELL 2000 ETF | $265.2M | 1.07M | 2.0% | ▲+1.0% Added · +10K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $253.6M | 3.96M | 1.9% | ▲+3.0% Added · +117K sh | |
| 11 | Nvidia Corporation COM | $236.8M | 1.36M | 1.8% | ▼−1.3% Reduced · −17K sh | |
| 12 | Ishares TR RUS 1000 ETF | $217.4M | 609.7K | 1.7% | ▲+2.8% Added · +17K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $204.0M | 341.4K | 1.6% | ▼−1.2% Reduced · −4K sh | |
| 14 | Southern Co COM | $185.7M | 1.92M | 1.4% | ▲+8.8% Added · +156K sh | |
| 15 | Alphabet Inc CAP STK CL A | $182.2M | 633.6K | 1.4% | ▲+0.8% Added · +5K sh | |
| 16 | JPMorgan Chase & Co COM | $181.5M | 616.9K | 1.4% | ▼−0.6% Reduced · −4K sh | |
| 17 | Amazon Com Inc COM | $153.9M | 739.1K | 1.2% | ▼−0.3% Reduced · −2K sh | |
| 18 | Exxon Mobil Corp COM | $134.1M | 790.5K | 1.0% | ▼−2.5% Reduced · −20K sh | |
| 19 | Eli Lilly & Co COM | $130.6M | 142.0K | 1.0% | ▼−0.7% Reduced · −937 sh | |
| 20 | Aflac Inc COM | $126.2M | 1.15M | 1.0% | ▲+4.8% Added · +52K sh | |
| 21 | Ishares TR RUS MID CAP ETF | $121.9M | 1.25M | 0.9% | ▲+0.3% Added · +4K sh | |
| 22 | Johnson & Johnson COM | $108.4M | 443.5K | 0.8% | ▲+0.7% Added · +3K sh | |
| 23 | SPDR Gold TR GOLD SHS | $103.8M | 241.2K | 0.8% | ▼−4.2% Reduced · −11K sh | |
| 24 | Alphabet Inc CAP STK CL C | $100.7M | 351.1K | 0.8% | ▼−3.0% Reduced · −11K sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $96.5M | 221.0K | 0.7% | ▲+3.4% Added · +7K sh | |
| 26 | Visa Inc COM CL A | $92.2M | 305.2K | 0.7% | ▼−1.0% Reduced · −3K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $90.1M | 280.8K | 0.7% | ▼−1.7% Reduced · −5K sh | |
| 28 | Broadcom Inc COM | $87.9M | 284.1K | 0.7% | ▲+6.2% Added · +17K sh | |
| 29 | Chevron Corporation COM | $82.4M | 398.0K | 0.6% | ▼−4.1% Reduced · −17K sh | |
| 30 | Home Depot Inc COM | $82.1M | 249.7K | 0.6% | ▼−0.5% Reduced · −1K sh | |
| 31 | Ishares TR MSCI EAFE ETF | $81.0M | 834.1K | 0.6% | ▼−6.8% Reduced · −61K sh | |
| 32 | BlackRock ETF Trust II ISHARES FLEXIBLE | $79.7M | 1.53M | 0.6% | ▲+5.5% Added · +80K sh | |
| 33 | Costco Wholesale Corporation COM | $77.6M | 77.9K | 0.6% | ▲+0.8% Added · +600 sh | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL WGT | $71.9M | 374.6K | 0.6% | ▲+97% Added · +184K sh | |
| 35 | Ishares TR CORE S&P500 ETF | $68.0M | 104.1K | 0.5% | ▲+9.2% Added · +9K sh | |
| 36 | Abbvie Inc COM | $67.7M | 311.4K | 0.5% | ▲+0.8% Added · +3K sh | |
| 37 | Ishares TR INTRM GOV CR ETF | $65.3M | 612.1K | 0.5% | ▲+5.3% Added · +31K sh | |
| 38 | Lockheed Martin Corp COM | $63.1M | 104.3K | 0.5% | ▼−2.3% Reduced · −2K sh | |
| 39 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $60.2M | 1.27M | 0.5% | ▲+0.6% Added · +8K sh | |
| 40 | Ishares TR CORE US AGGBD ET | $58.9M | 592.8K | 0.5% | ▲+3.7% Added · +21K sh | |
| 41 | Walmart Inc COM | $57.9M | 465.6K | 0.4% | ▲+0.6% Added · +3K sh | |
| 42 | American Express Co COM | $56.8M | 187.9K | 0.4% | ▲+1.3% Added · +2K sh | |
| 43 | TJX Cos Inc New COM | $55.9M | 350.0K | 0.4% | ▲+1.8% Added · +6K sh | |
| 44 | J P Morgan Exchange Traded F EQUITY PREMIUM | $52.5M | 925.6K | 0.4% | ▼−0.3% Reduced · −2K sh | |
| 45 | Micron Technology Inc COM | $51.6M | 152.8K | 0.4% | ▼−13% Reduced · −23K sh | |
| 46 | Ishares TR CORE S&P SCP ETF | $49.6M | 399.0K | 0.4% | ▲+1.8% Added · +7K sh | |
| 47 | Ishares TR 1 3 YR TREAS BD | $47.5M | 575.1K | 0.4% | ▼−7.1% Reduced · −44K sh | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $47.4M | 98.8K | 0.4% | ▲+10% Added · +9K sh | |
| 49 | Hca Healthcare Inc COM | $46.2M | 97.5K | 0.4% | ▼−0.6% Reduced · −622 sh | |
| 50 | Ishares TR SELECT DIVID ETF | $45.4M | 300.0K | 0.3% | ▼−0.1% Reduced · −274 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2082866/holdings"
Use Arkolith to show Pinnacle Financial Partners, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 2,572 | $13.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 2,477 | $13.2B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.