Pinnacle Financial Partners, Inc.
BankReports for
SYNOVUS TRUST CO NA
Synovus Securities, Inc.
Pinnacle Bank
Filing Date
Global Rank
#429
/ 8,818
▼ 16
Top Industry
Semiconductors
8.9%
Period ended 4 months ago
Filed Aug 14, 2026 · 2mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Bank
SEC filer profile, Oct 18, 2026
SIC code
6021
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 46.7%, 18.0 effective positions, active share 50.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 3.0 quarters (under 4)
Closest benchmark: every 13F filer's combined book, active share 50.0%; sector active share 32.9% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1,125 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.3%
+0.8 pts
Top 5
35.3%
−0.2 pts
Top 10
46.7%
−0.1 pts
HHI
555
Diversified+28
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.1% | $6,321,642,441 |
| Technology | 13.6% | $1,990,830,918 |
| Financial Services | 10.5% | $1,533,087,815 |
| Industrials | 8.6% | $1,258,436,785 |
| Consumer Defensive | 6.2% | $902,479,890 |
| Healthcare | 5.7% | $842,385,099 |
| Consumer Cyclical | 3.6% | $526,756,987 |
| Communication Services | 3.4% | $493,860,524 |
| Energy | 2.3% | $340,426,680 |
| Utilities | 1.9% | $285,013,569 |
| Basic Materials | 0.8% | $120,563,320 |
| Real Estate | 0.3% | $43,315,778 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +4,210,931 | 5,595,573 | $694,802,297 | |
| VUG | VANGUARD GROWTH INDEX FUND | +1,127,408 | 1,348,377 | $116,149,193 | |
| VSTM | Verastem, Inc. | +591,174 | 1,086,440 | $4,150,200 | |
| VO | VANGUARD MID-CAP INDEX FUND | +365,004 | 489,324 | $39,424,832 | |
| ACWI | iShares MSCI ACWI ETF | +197,951 | 203,486 | $31,941,196 | |
| VEA | Vanguard FTSE Developed Markets ETF | +124,468 | 4,082,103 | $290,849,837 | |
| AFL | Aflac Inc | +116,311 | 1,266,835 | $148,536,402 | |
| KHC | Kraft Heinz Co | +114,308 | 126,751 | $2,993,858 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +110,428 | 779,131 | $23,381,720 | |
| FSCC | Federated Hermes MDT Small Cap Core ETF | +108,102 | 1,033,467 | $38,579,323 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +107,600 | 123,361 | $14,744,105 | |
| PFE | Pfizer Inc | +107,409 | 697,936 | $16,806,297 | |
| MEDI | Harbor Health Care ETF | +97,279 | 216,677 | $7,332,349 | |
| RSP | Victory Portfolios II | +91,728 | 466,375 | $99,230,607 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +90,906 | 134,390 | $13,729,281 | |
| — | +90,658 | 702,746 | $74,561,350 | ||
| BINC | +89,345 | 1,623,402 | $84,968,859 | ||
| DOW | Dow Inc. | +85,659 | 125,318 | $3,428,698 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +84,948 | 179,733 | $9,090,893 | |
| EVLV | Evolv Technologies Holdings, Inc. | +82,358 | 647,705 | $3,756,689 | |
| FCX | Freeport-Mcmoran Inc | +75,859 | 157,967 | $9,934,543 | |
| HAL | Halliburton Co | +74,181 | 102,423 | $3,477,259 | |
| IJH | iShares Core S&P Mid-Cap ETF | +73,992 | 653,225 | $50,370,178 | |
| — | +71,050 | 513,173 | $14,887,147 | ||
| LVHI | Franklin International Low Volatility High Dividend Index ETF | +69,959 | 654,043 | $26,544,334 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KO | Coca Cola Co | −400,623 | 7,193,014 | $584,576,245 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −154,913 | 60,221 | $5,204,296 | |
| GPN | Global Payments Inc | −143,842 | 6,938,291 | $503,442,394 | |
| JEPI | JPMorgan Equity Premium Income ETF | −138,082 | 787,470 | $44,476,304 | |
| IDV | iShares International Select Dividend ETF | −124,063 | 100,536 | $4,165,205 | |
| SPLB | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF | −89,763 | 13,690 | $306,656 | |
| VXUS | Vanguard Total International Stock ETF | −88,710 | 305,583 | $26,124,288 | |
| PNFP | Pinnacle Financial Partners, Inc. | −80,203 | 3,416,527 | $344,659,242 | |
| SPY | Spdr S&P 500 ETF Trust | −77,612 | 561,289 | $419,153,785 | |
| TBIL | F/m US Treasury 3 Month Bill Fund | −58,780 | 219,117 | $10,925,173 | |
| TSCO | Tractor Supply Co | −56,592 | 14,894 | $470,798 | |
| HON | Honeywell International Inc | −55,810 | 57,313 | $12,832,379 | |
| COWZ | Pacer US Cash Cows 100 ETF | −47,909 | 440,862 | $27,421,616 | |
| FLTR | VanEck IG Floating Rate ETF | −42,753 | 166,281 | $4,258,456 | |
| MDT | Medtronic plc | −41,616 | 72,108 | $5,641,006 | |
| GOVT | iShares U.S. Treasury Bond ETF | −38,372 | 263,866 | $6,010,866 | |
| WY | Weyerhaeuser Co | −36,931 | 158,966 | $3,805,645 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −34,727 | 246,024 | $91,038,719 | |
| CRWS | Crown Crafts Inc | −33,187 | 269,508 | $765,402 | |
| AAL | American Airlines Group Inc. | −31,326 | 31,968 | $577,661 | |
| DIS | Walt Disney Co | −27,103 | 86,156 | $8,292,513 | |
| FPE | First Trust Preferred Securities and Income ETF | −25,547 | 16,761 | $299,686 | |
| — | −24,681 | 69,476 | $2,515,031 | ||
| PFF | iShares Preferred and Income Securities ETF | −22,945 | 278,261 | $8,484,177 | |
| UL | Unilever PLC | −22,862 | 14,895 | $895,484 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 57,188 | $12,643,121 | |
| RLY | State Street(R) Multi-Asset Real Return ETF | 279,860 | $9,657,968 | |
| SAMT | Strategas Macro Thematic Opportunities ETF | 183,628 | $8,765,482 | |
| WTPI | WisdomTree Equity Premium Income Fund | 202,105 | $6,627,022 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | 35,298 | $3,895,134 | |
| NOVT | Novanta Inc | 17,510 | $2,840,822 | |
| KORP | American Century Diversified Corporate Bond ETF | 56,005 | $2,623,834 | |
| SKYD | Skydance Corp | 125,365 | $2,472,197 | |
| AVT | Avnet Inc | 18,910 | $1,679,586 | |
| PDFS | Pdf Solutions Inc | 20,894 | $1,479,086 | |
| TKR | Timken Co | 8,906 | $1,294,219 | |
| SCHX | Schwab U.S. Large-Cap ETF | 32,798 | $965,245 | |
| COLM | Columbia Sportswear Co | 14,987 | $926,496 | |
| FIIG | First Trust Intermediate Duration Investment Grade Corporate ETF | 43,962 | $910,453 | |
| HQY | Healthequity, Inc. | 9,964 | $899,948 | |
| CRL | Charles River Laboratories International, Inc. | 3,869 | $877,450 | |
| CGCP | Capital Group Core Plus Income ETF | 34,963 | $779,325 | |
| MDB | MongoDB, Inc. | 2,279 | $765,515 | |
| IGHG | ProShares Investment Grade-Interest Rate Hedged | 9,659 | $756,589 | |
| IUSV | iShares Core S&P U.S. Value ETF | 6,857 | $755,297 | |
| VFLO | VictoryShares Free Cash Flow ETF | 14,317 | $655,002 | |
| ROKU | Roku, Inc | 4,699 | $649,119 | |
| FREL | Fidelity MSCI Real Estate Index ETF | 21,747 | $637,187 | |
| ATFV | Alger 35 ETF | 14,405 | $596,655 | |
| IVOG | Vanguard Admiral Funds | 3,630 | $531,068 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CPB | CAMPBELL'S Co | 145,200 | $3,233,604 | |
| HURN | Huron Consulting Group Inc. | 24,411 | $3,112,158 | |
| QLYS | Qualys, Inc. | 30,042 | $2,639,189 | |
| PCOR | Procore Technologies, Inc. | 19,518 | $1,112,526 | |
| FV | First Trust Dorsey Wright Focus 5 ETF | 16,444 | $993,842 | |
| CRUS | Cirrus Logic, Inc. | 5,011 | $724,690 | |
| — | 16,792 | $590,131 | ||
| TDY | Teledyne Technologies Inc | 936 | $566,289 | |
| PKG | Packaging Corp Of America | 2,246 | $476,644 | |
| FSLR | First Solar, Inc. | 2,347 | $462,968 | |
| BROS | Dutch Bros Inc. | 9,133 | $462,677 | |
| EMLP | First Trust North American Energy Infrastructure Fund | 10,246 | $447,340 | |
| XP | XP Inc. | 19,114 | $363,930 | |
| CUBE | CubeSmart | 8,977 | $329,007 | |
| EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,448 | $323,870 | |
| WEN | Wendy's Co | 44,390 | $308,510 | |
| TDC | Teradata Corp | 11,944 | $306,124 | |
| FUN | Six Flags Entertainment Corporation | 16,958 | $301,004 | |
| LULU | lululemon athletica inc. | 1,908 | $292,114 | |
| PBDE | PGIM S&P 500 Buffer 20 ETF - December | 9,987 | $289,712 | |
| GSIE | Goldman Sachs ActiveBeta(R) International Equity ETF | 6,558 | $282,846 | |
| AVY | Avery Dennison Corp | 1,538 | $265,581 | |
| GSAT | Globalstar, Inc. | 3,579 | $237,717 | |
| SITE | SiteOne Landscape Supply, Inc. | 1,688 | $224,688 | |
| MTN | Vail Resorts Inc | 1,732 | $222,249 | |
| No positions match the current search. | ||||
1,125 tracked positions ·
$14,658,799,806 total
· filing declares
2,679 positions · $14,664,688,733
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,125 positions by value
· page 1 of 23
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IWD |
iShares Russell 1000 Value ETF
|
Added | 3,257,065 | $789,610,266 | 5.39% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 5,595,573 | $694,802,297 | 4.74% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 7,193,014 | $584,576,245 | 3.99% | |
| GPN |
Global Payments Inc
Industrials
|
Reduced | 6,938,291 | $503,442,394 | 3.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 561,289 | $419,153,785 | 2.86% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,448,033 | $419,002,828 | 2.86% | |
| PNFP |
Pinnacle Financial Partners, Inc.
Financial Services
|
Reduced | 3,416,527 | $344,659,242 | 2.35% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 1,080,574 | $324,658,456 | 2.21% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 4,082,103 | $290,849,837 | 1.98% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,357,884 | $271,699,008 | 1.85% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 718,355 | $267,960,780 | 1.83% | |
| IWB |
iShares Russell 1000 ETF
|
Added | 625,348 | $256,080,005 | 1.75% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 349,813 | $240,255,064 | 1.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 636,973 | $227,635,040 | 1.55% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 610,353 | $199,786,846 | 1.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 155,017 | $185,932,054 | 1.27% | |
| SO |
Southern Co
Utilities
|
Added | 1,932,339 | $184,944,163 | 1.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 750,322 | $178,831,744 | 1.22% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 134,862 | $155,669,856 | 1.06% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 1,266,835 | $148,536,402 | 1.01% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 1,245,534 | $137,407,309 | 0.94% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 340,632 | $120,355,503 | 0.82% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 1,348,377 | $116,149,193 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 447,481 | $113,646,747 | 0.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 291,074 | $109,953,203 | 0.75% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 794,836 | $108,669,976 | 0.74% | |
| V |
Visa Inc.
Financial Services
|
Added | 306,861 | $105,280,939 | 0.72% | |
| RSP |
Victory Portfolios II
|
Added | 466,375 | $99,230,607 | 0.68% | |
| GLD |
Spdr Gold Trust
|
Added | 250,022 | $92,103,102 | 0.63% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 246,024 | $91,038,719 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 254,542 | $89,771,871 | 0.61% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 842,582 | $87,527,416 | 0.60% | |
| BINC |
|
Added | 1,623,402 | $84,968,859 | 0.58% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 104,089 | $77,951,209 | 0.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 309,302 | $77,832,753 | 0.53% | |
|
|
Added | 702,746 | $74,561,350 | 0.51% | ||
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 78,622 | $73,548,520 | 0.50% | |
| PRF |
Victory Portfolios II
|
Added | 1,283,319 | $69,337,724 | 0.47% | |
| CVX |
Chevron Corp
Energy
|
Added | 401,107 | $66,487,494 | 0.45% | |
| AXP |
American Express Co
Financial Services
|
Added | 194,539 | $65,802,815 | 0.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 550,377 | $64,647,281 | 0.44% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 646,646 | $64,005,019 | 0.44% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 57,226 | $60,939,965 | 0.42% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 406,907 | $60,348,375 | 0.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 167,383 | $57,080,950 | 0.39% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 73,967 | $54,469,296 | 0.37% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 355,887 | $53,916,880 | 0.37% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 104,999 | $53,492,788 | 0.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 467,771 | $52,979,741 | 0.36% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 184,932 | $52,004,726 | 0.35% |
Showing the top 50 of 1,125 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.