SEC 13F Intelligence

Managers / Q1 2026

Pinnacle Financial Partners, Inc.

CIK 0002082866 · 3400 OVERTON PARK DR. SE, ATLANTA, GA, 30339 · (706) 641-6500

Reported Value
$13.1B
Q1 2026
Positions
2,572
Filings on Record
3
2019–present window
Filed
May 14, 2026
original filing

Summary

Pinnacle Financial Partners, Inc. reported $13.1B in U.S.-listed holdings across 2,572 positions for Q1 2026.

Its largest position, IWD, represents 4.8% of the portfolio.

Compared with Q4 2025, the fund opened 91 new positions and exited 61.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $13.2BQ4 ’25Q1 ’26: $13.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 54.8%ETP: 42.7%Other: 1.4%ADR: 0.7%REIT: 0.3%Other: 0.1%
  • Common Stock · 54.8% · $7.2B
  • ETP · 42.7% · $5.6B
  • Other · 1.4% · $182M
  • ADR · 0.7% · $91M
  • REIT · 0.3% · $42M
  • Other · 0.1% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$13.1B2,572May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$13.2B2,477Feb 18, 2026RESTATEMENTchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • SYNOVUS TRUST CO NA028-04944
  • Synovus Securities, Inc.028-14463
  • Pinnacle Bank

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.