Pinnacle Financial Partners, Inc.

ATLANTA, GA · CIK 2082866 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityPinnacle Financial Partners, Inc. (US)

Kindwealth
Others nearbyAtlanta, GA, Columbus, GA, Birmingham, AL, Alpharetta, GA, Charleston, SC, Columbia, SC
FamilyPinnacle Financial Partners, Inc. · 2 related pages

$14.7bn reported value +12.2% vs Q1 2026

1,128positions

31.7%in top 10

87 new 507 added 444 reduced 35 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

SYNOVUS TRUST CO NA – reports through this filing
Synovus Securities, Inc. – reports through this filing
Pinnacle Bank – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,257,065	$789.6m5.38%	5.38%	Added +11.2k	+11,240 0.3%
2	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,595,573	$694.8m4.74%	4.74%	Added +57.0k	+57,005 1.0%
3	COCA COLA CO COM KO	KO	7,193,014	$584.6m3.99%	3.99%	Reduced -400.6k	-400,623 -5.3%
4	GLOBAL PMTS INC COM GPN	GPN	6,938,291	$503.4m3.43%	3.43%	Reduced -143.8k	-143,842 -2.0%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	561,289	$419.2m2.86%	2.86%	Reduced -77.6k	-77,612 -12.2%
6	APPLE INC COM AAPL	AAPL	1,448,033	$419.0m2.86%	2.86%	Reduced -1.0k	-1,017 -0.1%
7	PINNACLE FINL PARTNERS INC COM PNFP	PNFP	3,416,527	$344.7m2.35%	2.35%	Reduced -80.2k	-80,203 -2.3%
8	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,080,574	$324.7m2.21%	2.21%	Added +11.1k	+11,129 1.0%
9	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,082,103	$290.8m1.98%	1.98%	Added +124.5k	+124,468 3.1%
10	NVIDIA CORPORATION COM NVDA	NVDA	1,357,884	$271.7m1.85%	1.85%	Added +78	+78 0.0%
11	MICROSOFT CORP COM MSFT	MSFT	718,355	$268.0m1.83%	1.83%	Reduced -1.5k	-1,543 -0.2%
12	ISHARES TR RUS 1000 ETF IWB	IWB	625,348	$256.1m1.75%	1.75%	Added +15.6k	+15,644 2.6%
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	349,813	$240.3m1.64%	1.64%	Added +8.4k	+8,378 2.5%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	636,973	$227.6m1.55%	1.55%	Added +3.4k	+3,403 0.5%
15	JPMORGAN CHASE & CO COM JPM	JPM	610,353	$199.8m1.36%	1.36%	Reduced -6.5k	-6,513 -1.1%
16	ELI LILLY & CO COM LLY	LLY	155,017	$185.9m1.27%	1.27%	Added +13.0k	+12,999 9.2%
17	SOUTHERN CO COM SO	SO	1,932,339	$184.9m1.26%	1.26%	Added +8.4k	+8,447 0.4%
18	AMAZON COM INC COM AMZN	AMZN	750,322	$178.8m1.22%	1.22%	Added +11.2k	+11,193 1.5%
19	MICRON TECHNOLOGY INC COM MU	MU	134,862	$155.7m1.06%	1.06%	Reduced -17.9k	-17,902 -11.7%
20	AFLAC INC COM AFL	AFL	1,266,835	$148.5m1.01%	1.01%	Added +116.3k	+116,311 10.1%
21	ISHARES TR RUS MID CAP ETF IWR	IWR	1,245,534	$137.4m0.94%	0.94%	Reduced -8.0k	-7,987 -0.6%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	340,632	$120.4m0.82%	0.82%	Reduced -10.5k	-10,502 -3.0%
23	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,348,377	$116.1m0.79%	0.79%	Added +22.6k	+22,563 1.7%
24	JOHNSON & JOHNSON COM JNJ	JNJ	447,481	$113.6m0.77%	0.77%	Added +4.0k	+4,027 0.9%
25	BROADCOM INC COM AVGO	AVGO	291,074	$110.0m0.75%	0.75%	Added +7.0k	+6,955 2.5%
26	EXXON MOBIL CORP COM XOM	XOM	794,836	$108.7m0.74%	0.74%	Added +4.4k	+4,373 0.6%
27	VISA INC COM CL A V	V	306,861	$105.3m0.72%	0.72%	Added +1.7k	+1,694 0.6%
28	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	466,375	$99.2m0.68%	0.68%	Added +91.7k	+91,728 24.5%
29	SPDR GOLD TR GOLD SHS GLD	GLD	250,022	$92.1m0.63%	0.63%	Added +8.8k	+8,780 3.6%
30	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	246,024	$91.0m0.62%	0.62%	Reduced -34.7k	-34,727 -12.4%
31	HOME DEPOT INC COM HD	HD	254,542	$89.8m0.61%	0.61%	Added +4.8k	+4,837 1.9%
32	ISHARES TR MSCI EAFE ETF EFA	EFA	842,582	$87.5m0.60%	0.60%	Added +8.5k	+8,492 1.0%
33	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	1,623,402	$85.0m0.58%	0.58%	Added +89.3k	+89,345 5.8%
34	ISHARES TR CORE S&P500 ETF IVV	IVV	104,089	$78.0m0.53%	0.53%	Added +37	+37 0.0%
35	ABBVIE INC COM ABBV	ABBV	309,302	$77.8m0.53%	0.53%	Reduced -2.1k	-2,073 -0.7%
36	ISHARES TR INTRM GOV CR ETF GVI	GVI	702,746	$74.6m0.51%	0.51%	Added +90.7k	+90,658 14.8%
37	COSTCO WHSL CORP NEW COM COST	COST	78,622	$73.5m0.50%	0.50%	Added +769	+769 1.0%
38	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	1,283,319	$69.3m0.47%	0.47%	Added +17.7k	+17,685 1.4%
39	CHEVRON CORP NEW COM CVX	CVX	401,107	$66.5m0.45%	0.45%	Added +3.1k	+3,136 0.8%
40	AMERICAN EXPRESS CO COM AXP	AXP	194,539	$65.8m0.45%	0.45%	Added +6.7k	+6,650 3.5%
41	CISCO SYS INC COM CSCO	CSCO	550,377	$64.6m0.44%	0.44%	Added +4.4k	+4,371 0.8%
42	ISHARES TR CORE US AGGBD ET AGG	AGG	646,646	$64.0m0.44%	0.44%	Added +53.8k	+53,818 9.1%
43	CATERPILLAR INC COM CAT	CAT	57,226	$60.9m0.42%	0.42%	Reduced -531	-531 -0.9%
44	ISHARES TR CORE S&P SCP ETF IJR	IJR	406,907	$60.3m0.41%	0.41%	Added +7.9k	+7,943 2.0%
45	PALO ALTO NETWORKS INC COM PANW	PANW	167,383	$57.1m0.39%	0.39%	Added +5.8k	+5,784 3.6%
46	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	73,967	$54.5m0.37%	0.37%	Reduced -607	-607 -0.8%
47	TJX COS INC NEW COM TJX	TJX	355,887	$53.9m0.37%	0.37%	Added +5.9k	+5,914 1.7%
48	LOCKHEED MARTIN CORP COM LMT	LMT	104,999	$53.5m0.36%	0.36%	Added +681	+681 0.7%
49	WALMART INC COM WMT	WMT	467,771	$53.0m0.36%	0.36%	Added +2.2k	+2,178 0.5%
50	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	184,932	$52.0m0.35%	0.35%	Added +2.8k	+2,835 1.6%
51	EATON CORP PLC SHS ETN	ETN	121,380	$51.7m0.35%	0.35%	Added +1.3k	+1,330 1.1%
52	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	102,271	$51.2m0.35%	0.35%	Added +3.4k	+3,424 3.5%
53	ISHARES TR CORE S&P MCP ETF IJH	IJH	653,225	$50.4m0.34%	0.34%	Added +74.0k	+73,992 12.8%
54	ISHARES TR SELECT DIVID ETF DVY	DVY	307,307	$48.0m0.33%	0.33%	Added +7.3k	+7,305 2.4%
55	ISHARES TR 1 3 YR TREAS BD SHY	SHY	583,186	$47.9m0.33%	0.33%	Added +8.1k	+8,081 1.4%
56	UNION PAC CORP COM UNP	UNP	175,107	$47.6m0.32%	0.32%	Added +3.0k	+3,001 1.7%
57	QUANTA SVCS INC COM PWR	PWR	64,428	$46.4m0.32%	0.32%	Reduced -4.3k	-4,322 -6.3%
58	MARVELL TECHNOLOGY INC COM MRVL	MRVL	152,470	$45.4m0.31%	0.31%	Reduced -13.1k	-13,051 -7.9%
59	PROCTER AND GAMBLE CO COM PG	PG	306,876	$45.0m0.31%	0.31%	Reduced -5.4k	-5,389 -1.7%
60	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	787,470	$44.5m0.30%	0.30%	Reduced -138.1k	-138,082 -14.9%
61	J P MORGAN EXCHANGE TRADED F FLEXIBLE DEBT ET JFLX	JFLX	862,473	$43.5m0.30%	0.30%	Added +51.5k	+51,489 6.3%
62	MONOLITHIC PWR SYS INC COM MPWR	MPWR	30,314	$41.9m0.29%	0.29%	Reduced -1.3k	-1,307 -4.1%
63	MERCK & CO INC COM MRK	MRK	324,931	$41.8m0.28%	0.28%	Added +4.6k	+4,610 1.4%
64	META PLATFORMS INC CL A META	META	72,148	$40.6m0.28%	0.28%	Reduced -2.5k	-2,501 -3.4%
65	HARBOR ETF TRUST HARBOR COMMODITY HGER	HGER	1,368,604	$40.2m0.27%	0.27%	Added +32.0k	+32,015 2.4%
66	VANGUARD INDEX FDS MID CAP ETF VO	VO	489,324	$39.4m0.27%	0.27%	Reduced -8.0k	-7,956 -1.6%
67	MCDONALDS CORP COM MCD	MCD	144,718	$39.1m0.27%	0.27%	Added +3.1k	+3,081 2.2%
68	VALERO ENERGY CORP COM VLO	VLO	149,897	$39.0m0.27%	0.27%	Reduced -777	-777 -0.5%
69	AMGEN INC COM AMGN	AMGN	107,659	$39.0m0.27%	0.27%	Added +965	+965 0.9%
70	FEDERATED HERMES ETF TRUST MDT SMALL CAP FSCC	FSCC	1,033,467	$38.6m0.26%	0.26%	Added +108.1k	+108,102 11.7%
71	HCA HEALTHCARE INC COM HCA	HCA	98,386	$38.4m0.26%	0.26%	Added +842	+842 0.9%
72	ISHARES TR CORE MSCI EAFE IEFA	IEFA	391,221	$37.8m0.26%	0.26%	Added +13.9k	+13,888 3.7%
73	APPLIED MATLS INC COM AMAT	AMAT	51,229	$37.0m0.25%	0.25%	Added +3.1k	+3,074 6.4%
74	UNITEDHEALTH GROUP INC COM UNH	UNH	88,730	$36.9m0.25%	0.25%	Reduced -2.3k	-2,278 -2.5%
75	ISHARES TR RUS MD CP GR ETF IWP	IWP	250,670	$36.7m0.25%	0.25%	Reduced -3.0k	-2,993 -1.2%
76	AMERICAN CENTY ETF TR US QUALITY GROW QGRO	QGRO	310,201	$36.6m0.25%	0.25%	Added +20.0k	+20,000 6.9%
77	PHILIP MORRIS INTL INC COM PM	PM	199,629	$36.1m0.25%	0.25%	Reduced -296	-296 -0.1%
78	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	188,273	$35.9m0.24%	0.24%	Reduced -4.1k	-4,138 -2.1%
79	MORGAN STANLEY COM NEW MS	MS	169,559	$35.4m0.24%	0.24%	Added +14.0k	+14,021 9.0%
80	BANK AMERICA CORP COM BAC	BAC	601,074	$34.2m0.23%	0.23%	Reduced -597	-597 -0.1%
81	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	45	$33.7m0.23%	0.23%	Reduced -2	-2 -4.3%
82	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	562,212	$33.6m0.23%	0.23%	Added +29.2k	+29,192 5.5%
83	VICTORY PORTFOLIOS II VICSHS DV AC ETF VSDA	VSDA	573,111	$33.3m0.23%	0.23%	Added +1.4k	+1,385 0.2%
84	RTX CORPORATION COM RTX	RTX	175,179	$33.2m0.23%	0.23%	Added +3.3k	+3,342 1.9%
85	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	138,486	$32.8m0.22%	0.22%	Reduced -8.1k	-8,081 -5.5%
86	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	46,580	$32.8m0.22%	0.22%	Reduced -967	-967 -2.0%
87	ADVANCED MICRO DEVICES INC COM AMD	AMD	56,328	$32.7m0.22%	0.22%	Reduced -1.1k	-1,071 -1.9%
88	CORNING INC COM GLW	GLW	126,115	$32.2m0.22%	0.22%	Added +1.4k	+1,426 1.1%
89	ISHARES INC CORE MSCI EMKT IEMG	IEMG	387,908	$32.1m0.22%	0.22%	Added +49.2k	+49,240 14.5%
90	ISHARES TR MSCI ACWI ETF ACWI	ACWI	203,486	$31.9m0.22%	0.22%	Added +198.0k	+197,951 3576.3%
91	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	144,536	$31.7m0.22%	0.22%	Reduced -3.3k	-3,346 -2.3%
92	ORACLE CORP COM ORCL	ORCL	215,308	$31.6m0.22%	0.22%	Reduced -5.9k	-5,942 -2.7%
93	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	139,294	$31.2m0.21%	0.21%	Reduced -4.7k	-4,688 -3.3%
94	WASTE MGMT INC DEL COM WM	WM	138,190	$30.8m0.21%	0.21%	Added +356	+356 0.3%
95	DUKE ENERGY CORP NEW COM NEW DUK	DUK	239,778	$30.4m0.21%	0.21%	Reduced -5.6k	-5,609 -2.3%
96	BLACKROCK ETF TRUST II ISHARES TOTAL RE BRTR	BRTR	595,225	$30.0m0.20%	0.20%	Added +28.5k	+28,475 5.0%
97	LINDE PLC SHS LIN	LIN	56,564	$29.4m0.20%	0.20%	Added +1.8k	+1,815 3.3%
98	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	185,047	$29.2m0.20%	0.20%	Added +3.9k	+3,916 2.2%
99	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	14,418	$28.7m0.20%	0.20%	Reduced -515	-515 -3.5%
100	VERIZON COMMUNICATIONS INC COM VZ	VZ	667,015	$28.2m0.19%	0.19%	Added +18.0k	+17,951 2.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		56,562	$25.6m56.6k shares
CAMPBELL SOUP CO CPB	CPB	145,200	$3.2m145.2k shares
HURON CONSULTING GROUP INC HURN	HURN	24,411	$3.1m24.4k shares
QUALYS INC QLYS	QLYS	30,042	$2.6m30.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	10,519	$1.4m10.5k shares
PROCORE TECHNOLOGIES INC PCOR	PCOR	19,518	$1.1m19.5k shares
FIRST TR EXCHANGE-TRADED FD FV	FV	16,444	$993.9k16.4k shares
CIRRUS LOGIC INC CRUS	CRUS	5,011	$724.7k5.0k shares
COTERRA ENERGY INC CTRA	CTRA	16,792	$590.1k16.8k shares
TELEDYNE TECHNOLOGIES INC TDY	TDY	936	$566.3k936 shares
PACKAGING CORP AMER PKG	PKG	2,246	$476.6k2.2k shares
FIRST SOLAR INC FSLR	FSLR	2,347	$463.0k2.3k shares
DUTCH BROS INC BROS	BROS	9,133	$462.7k9.1k shares
FIRST TR EXCHANGE-TRADED FD EMLP	EMLP	10,246	$447.3k10.2k shares
XP INC XP	XP	19,114	$363.9k19.1k shares
CUBESMART CUBE	CUBE	8,977	$329.0k9.0k shares
ISHARES TR EMB	EMB	3,448	$324.7k3.4k shares
CARNIVAL CORP		12,520	$324.1k12.5k shares
WENDYS CO WEN	WEN	44,390	$308.5k44.4k shares
TERADATA CORP DEL TDC	TDC	11,944	$306.1k11.9k shares
SIX FLAGS ENTERTAINMENT CORP FUN	FUN	16,958	$301.0k17.0k shares
LULULEMON ATHLETICA INC LULU	LULU	1,908	$292.1k1.9k shares
PGIM ROCK ETF TR PBDE	PBDE	9,987	$289.7k10.0k shares
GOLDMAN SACHS ETF TR GSIE	GSIE	6,558	$282.8k6.6k shares
AVERY DENNISON CORP AVY	AVY	1,538	$265.6k1.5k shares