Pinnacle Financial Partners, Inc.

CIK 0002082866 · Q1 2026

13F Equity AUM

$13.1B

-1.2% QoQ

Positions

1,076

+30 QoQ

AUM Rank

#555

Top 5%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 21.1%Top 10: 32.2%Top 20: 45.6%

IWD5.3%

IWF4.5%

KO4.4%

GPN3.6%

SPY3.2%

AAPL2.8%

PNFP2.3%

MSFT2.0%

IWM2.0%

VEA1.9%

Others (1066)67.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services52.6%

Technology11.6%

Industrials8.7%

Consumer Defensive6.6%

Healthcare5.8%

Consumer Cyclical3.8%

Communication Services3.5%

Energy3.0%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1076Median: 0.01%Avg: 0.09%

0–0.5%

1040(43.6%)

0.5–1%

18(12.8%)

1–3%

13(22.6%)

3–5%

4(15.8%)

5%+

1(5.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,038Unique: 38vs 20 funds

14.1%Low

1,076

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

19.3%

BANK OF AMERICA CORP /DE/

21.2%

19.6%

27.8%

19.2%

17.1%

VANGUARD CAPITAL MANAGEMENT LLC

16.4%

GEODE CAPITAL MANAGEMENT, LLC

15.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

17.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New91Increased520Decreased396Exited61

New Positions

PNFP2.3%

+3.5M

AZN0.1%

+46K

RISR0.0%

+94K

GRMN0.0%

+9K

SUNBELT RENTALS HOLD…0.0%

+41K

CPB0.0%

+145K

BMRN0.0%

+35K

MSM0.0%

+23K

CFR0.0%

+11K

IVOO0.0%

+13K

Increased

FSCC0.2%

+577K(+166%)

EVLV0.0%

+272K(+93%)

HBAN0.0%

+230K(+943%)

RSP0.6%

+184K(+97%)

SPSB0.1%

+183K(+38%)

SO1.4%

+156K(+9%)

SPTS0.1%

+151K(+52%)

VEA1.9%

+117K(+3%)

BRTR0.2%

+108K(+24%)

VSTM0.0%

+105K(+27%)

Decreased

GPN3.6%

-492,407(-7%)

CAG0.0%

-200,830(-95%)

KO4.4%

-195,428(-3%)

T0.2%

-163,005(-15%)

F0.0%

-128,059(-66%)

BAX0.0%

-120,433(-92%)

CPRT0.1%

-118,600(-28%)

KHC0.0%

-92,589(-88%)

SPY3.2%

-74,106(-10%)

EFA0.6%

-61,233(-7%)

Exited

-5,310,616

-688,307

-27,083

-83,791

-109,242

-10,342

-4,887

-396,686

-14,181

-16,346

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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