Pinnacle Financial Partners, Inc.

Est. AUM

$4.84B

13F long equity, this entity only

Positions

1,065

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 VAL ETF	$628.4M	2940809	12.99%	DFND
2	ISHARES TR	RUS 1000 GRW ETF	$503.3M	1180236	10.40%	DFND
3	GLOBAL PMTS INC	COM	$472.0M	7012729	9.76%	DFND
4	APPLE INC	COM	$173.7M	684289	3.59%	DFND
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$158.7M	243987	3.28%	DFND
6	SOUTHERN CO	COM	$147.5M	1528132	3.05%	DFND
7	MICROSOFT CORP	COM	$101.7M	274683	2.10%	DFND
8	ALPHABET INC	CAP STK CL A	$78.3M	272200	1.62%	DFND
9	NVIDIA CORPORATION	COM	$76.9M	441057	1.59%	DFND
10	VANGUARD INDEX FDS	GROWTH ETF	$69.5M	159080	1.44%	DFND
11	ISHARES TR	INTRM GOV CR ETF	$65.3M	612088	1.35%	DFND
12	PINNACLE FINL PARTNERS INC	COM	$61.2M	710030	1.26%	DFND
13	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$59.0M	1241470	1.22%	DFND
14	SPDR GOLD TR	GOLD SHS	$49.7M	115531	1.03%	DFND
15	ISHARES TR	CORE US AGGBD ET	$45.5M	458649	0.94%	DFND
16	HARBOR ETF TRUST	HARBOR COMMODITY	$41.5M	1336589	0.86%	DFND
17	ELI LILLY & CO	COM	$38.1M	41429	0.79%	DFND
18	ALPHABET INC	CAP STK CL C	$37.4M	130291	0.77%	DFND
19	TJX COS INC NEW	COM	$35.3M	221235	0.73%	DFND
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$34.7M	58057	0.72%	DFND
21	ISHARES TR	MSCI EAFE ETF	$34.4M	353746	0.71%	DFND
22	AMERICAN EXPRESS CO	COM	$33.0M	109264	0.68%	DFND
23	AMERICAN CENTY ETF TR	US QUALITY GROW	$30.5M	290201	0.63%	DFND
24	VICTORY PORTFOLIOS II	VICSHS DV AC ETF	$30.0M	549563	0.62%	DFND
25	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$28.4M	566750	0.59%	DFND
26	MONOLITHIC PWR SYS INC	COM	$28.1M	25733	0.58%	DFND
27	ISHARES TR	MSCI USA QLT FCT	$27.9M	145611	0.58%	DFND
28	FEDERATED HERMES ETF TRUST	MDT SMALL CAP	$27.5M	925365	0.57%	DFND
29	WALMART INC	COM	$25.8M	207876	0.53%	DFND
30	EATON CORP PLC	SHS	$25.1M	70308	0.52%	DFND
31	MERCK & CO INC	COM	$24.6M	204312	0.51%	DFND
32	EXXON MOBIL CORP	COM	$24.1M	141832	0.50%	OTR
33	ORACLE CORP	COM	$23.8M	161649	0.49%	DFND
34	LEGG MASON ETF INVT	FRANKLIN INTL LW	$22.7M	559691	0.47%	DFND
35	VISA INC	COM CL A	$22.3M	73835	0.46%	DFND
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$21.5M	44860	0.44%	DFND
37	COCA COLA CO	COM	$20.7M	272765	0.43%	DFND
38	PROCTER & GAMBLE CO	COM	$20.7M	143075	0.43%	DFND
39	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$20.3M	376074	0.42%	DFND
40	INTERNATIONAL BUSINESS MACHS	COM	$18.7M	77215	0.39%	DFND
41	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTR SML	$18.2M	424936	0.38%	DFND
42	ISHARES TR	CORE S&P500 ETF	$16.5M	25301	0.34%	DFND
43	THERMO FISHER SCIENTIFIC INC	COM	$16.5M	33562	0.34%	OTR
44	JPMORGAN CHASE & CO	COM	$16.3M	55473	0.34%	DFND
45	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$16.2M	241151	0.33%	DFND
46	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$15.1M	298725	0.31%	DFND
47	AMERICAN CENTY ETF TR	US QUALITY VAL	$14.8M	228169	0.31%	DFND
48	BRISTOL-MYERS SQUIBB CO	COM	$14.8M	244379	0.31%	DFND
49	ISHARES TR	RUS MD CP GR ETF	$14.7M	114743	0.30%	DFND
50	JOHNSON & JOHNSON	COM	$14.2M	57966	0.29%	OTR

1–50 of 1,065

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.