account_balance
Investment manager · 13F filer · SEC CIK 2082866
Pinnacle Financial Partners, Inc.
Reported value$14.7Bas of Jun 30, 2026
Positions1,128 87 new, 35 sold out
Top 10 weight31.7%IWD alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IWDiShares Tr
5.4%
IWFiShares Tr
4.7%Added +304%
KOCoca Cola Co
4.0%Trimmed −5%
GPNGlobal PMTS Inc
3.4%Trimmed −2%
SPYState STR SPDR S&P 500 ETF T
2.9%Trimmed −12%
AAPLApple Inc
2.9%
PNFPPinnacle Finl Partners Inc
2.4%Trimmed −2%
IWMiShares Tr
2.2%
VEAVanguard Tax-managed FDS
2.0%Added +3%
NVDANvidia Corporation
1.9%
MSFTMicrosoft Corp
1.8%
IWBiShares Tr
1.7%Added +3%
IWDiShares Tr
5.4%
IWFiShares Tr
4.7%Added +304%
KOCoca Cola Co
4.0%Trimmed −5%
GPNGlobal PMTS Inc
3.4%Trimmed −2%
SPYState STR SPDR S&P 500 ETF T
2.9%Trimmed −12%
AAPL2.9%PNFP2.4%IWM2.2%
VEA2.0%
NVDA1.9%MSFT1.8%IWB1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWD iShares Tr 5.4% Held
IWF iShares Tr 4.7% Added +304%
KO Coca Cola Co 4.0% Trimmed −5%GPN Global PMTS Inc 3.4% Trimmed −2%SPY State STR SPDR S&P 500 ETF T 2.9% Trimmed −12%AAPL Apple Inc 2.9% HeldPNFP Pinnacle Finl Partners Inc 2.4% Trimmed −2%IWM iShares Tr 2.2% Held
VEA Vanguard Tax-managed FDS 2.0% Added +3%
NVDA Nvidia Corporation 1.9% HeldMSFT Microsoft Corp 1.8% HeldIWB iShares Tr 1.7% Added +3%
What changed