PINNACLE FINANCIAL PARTNERS INC

PrivateCIK: 1115055

Location

NASHVILLE, TN

507

Positions

$4.75B

Total AUM (reported)

31.46M

Total Shares

Allocation by class

COM$2.66B55.9%

TR UNIT$198.51M4.2%

S&P 500 ETF SHS$194.57M4.1%

COM CL A$122.29M2.6%

CL A$100.72M2.1%

CAP STK CL A$98.52M2.1%

RUS 1000 GRW ETF$75.69M1.6%

Portfolio Concentration

Top 3$630.85M13.3%

4–10$827.94M17.4%

11–25$778.46M16.4%

Rest$2.52B52.9%

Top 3 weight

13.3%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 31.46M

Sole

Full voting authority

21.60M

% of voting shares68.7%

Shared

Joint voting authority

113.38K

% of voting shares0.4%

None

No voting authority

9.75M

% of voting shares31.0%

Investment Discretion (by position count)

Sole0

Shared0

Other507

Dominant voting typeSole · 68.7% of voting shares

Institutional Holdings507

Rows:

MICROSOFT CORP

DFND

COM

Shares478.03K

TypeSH

Market value$237.77M

5.00%

Sole

258.07K

Shared

116.00

None

219.84K

SPDR S&P 500 ETF TR

OTR

TR UNIT

Shares321.29K

TypeSH

Market value$198.51M

4.18%

Sole

242.43K

Shared

0.00

None

78.85K

VANGUARD INDEX FDS

OTR

S&P 500 ETF SHS

Shares342.54K

TypeSH

Market value$194.57M

4.09%

Sole

226.01K

Shared

0.00

None

116.53K

APPLE INC

DFND

COM

Shares829.22K

TypeSH

Market value$170.13M

3.58%

Sole

451.08K

Shared

210.00

None

377.93K

AMAZON COM INC

DFND

COM

Shares660.33K

TypeSH

Market value$144.87M

3.05%

Sole

239.27K

Shared

139.00

None

420.93K

JPMORGAN CHASE & CO.

DFND

COM

Shares494.22K

TypeSH

Market value$143.28M

3.01%

Sole

235.85K

Shared

72.00

None

258.30K

VISA INC

DFND

COM CL A

Shares339.74K

TypeSH

Market value$120.62M

2.54%

Sole

132.76K

Shared

54.00

None

206.92K

ALPHABET INC

DFND

CAP STK CL A

Shares559.04K

TypeSH

Market value$98.52M

2.07%

Sole

248.03K

Shared

172.00

None

310.83K

ISHARES TR

OTR

RUS 1000 GRW ETF

Shares178.27K

TypeSH

Market value$75.69M

1.59%

Sole

137.39K

Shared

0.00

None

40.88K

HCA HEALTHCARE INC

OTR

COM

Shares195.32K

TypeSH

Market value$74.83M

1.57%

Sole

104.45K

Shared

34.00

None

90.84K

VANGUARD INDEX FDS

OTR

GROWTH ETF

Shares170.68K

TypeSH

Market value$74.83M

1.57%

Sole

169.58K

Shared

0.00

None

1.10K

PINNACLE FINL PARTNERS INC

DFND

COM

Shares673.45K

TypeSH

Market value$74.36M

1.56%

Sole

61.15K

Shared

100.89K

None

511.41K

NVIDIA CORPORATION

OTR

COM

Shares454.88K

TypeSH

Market value$71.87M

1.51%

Sole

428.76K

Shared

326.00

None

25.80K

EXXON MOBIL CORP

DFND

COM

Shares567.85K

TypeSH

Market value$61.21M

1.29%

Sole

265.24K

Shared

0.00

None

302.61K

VANGUARD TAX-MANAGED FDS

OTR

VAN FTSE DEV MKT

Shares1.04M

TypeSH

Market value$59.22M

1.25%

Sole

681.86K

Shared

0.00

None

356.99K

AMERICAN EXPRESS CO

DFND

COM

Shares177.73K

TypeSH

Market value$56.69M

1.19%

Sole

100K

Shared

49.00

None

77.67K

ALPHABET INC

DFND

CAP STK CL C

Shares278.21K

TypeSH

Market value$49.35M

1.04%

Sole

41.09K

Shared

0.00

None

237.11K

TJX COS INC NEW

OTR

COM

Shares387.07K

TypeSH

Market value$47.80M

1.01%

Sole

204.53K

Shared

147.00

None

182.39K

UNITEDHEALTH GROUP INC

DFND

COM

Shares149.50K

TypeSH

Market value$46.64M

0.98%

Sole

50.51K

Shared

15.00

None

98.98K

UNION PAC CORP

DFND

COM

Shares200.95K

TypeSH

Market value$46.23M

0.97%

Sole

73.33K

Shared

0.00

None

127.62K

COSTCO WHSL CORP NEW

DFND

COM

Shares45.43K

TypeSH

Market value$44.97M

0.95%

Sole

39.20K

Shared

38.00

None

6.19K

BERKSHIRE HATHAWAY INC DEL

DFND

CL A

Shares52.00

TypeSH

Market value$37.90M

0.80%

Sole

1.00

Shared

0.00

None

51.00

SALESFORCE INC

DFND

COM

Shares132.76K

TypeSH

Market value$36.20M

0.76%

Sole

57.34K

Shared

53.00

None

75.38K

ISHARES TR

OTR

CORE US AGGBD ET

Shares361.01K

TypeSH

Market value$35.81M

0.75%

Sole

334.68K

Shared

2.17K

None

24.15K

ISHARES TR

OTR

CORE S&P500 ETF

Shares56.97K

TypeSH

Market value$35.37M

0.74%

Sole

45.87K

Shared

0.00

None

11.09K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
MICROSOFT CORPDFND	COM	478.03K	SH	$237.77M 5.00%	258.07K	116.00	219.84K
SPDR S&P 500 ETF TROTR	TR UNIT	321.29K	SH	$198.51M 4.18%	242.43K	0.00	78.85K
VANGUARD INDEX FDSOTR	S&P 500 ETF SHS	342.54K	SH	$194.57M 4.09%	226.01K	0.00	116.53K
APPLE INCDFND	COM	829.22K	SH	$170.13M 3.58%	451.08K	210.00	377.93K
AMAZON COM INCDFND	COM	660.33K	SH	$144.87M 3.05%	239.27K	139.00	420.93K
JPMORGAN CHASE & CO.DFND	COM	494.22K	SH	$143.28M 3.01%	235.85K	72.00	258.30K
VISA INCDFND	COM CL A	339.74K	SH	$120.62M 2.54%	132.76K	54.00	206.92K
ALPHABET INCDFND	CAP STK CL A	559.04K	SH	$98.52M 2.07%	248.03K	172.00	310.83K
ISHARES TROTR	RUS 1000 GRW ETF	178.27K	SH	$75.69M 1.59%	137.39K	0.00	40.88K
HCA HEALTHCARE INCOTR	COM	195.32K	SH	$74.83M 1.57%	104.45K	34.00	90.84K
VANGUARD INDEX FDSOTR	GROWTH ETF	170.68K	SH	$74.83M 1.57%	169.58K	0.00	1.10K
PINNACLE FINL PARTNERS INCDFND	COM	673.45K	SH	$74.36M 1.56%	61.15K	100.89K	511.41K
NVIDIA CORPORATIONOTR	COM	454.88K	SH	$71.87M 1.51%	428.76K	326.00	25.80K
EXXON MOBIL CORPDFND	COM	567.85K	SH	$61.21M 1.29%	265.24K	0.00	302.61K
VANGUARD TAX-MANAGED FDSOTR	VAN FTSE DEV MKT	1.04M	SH	$59.22M 1.25%	681.86K	0.00	356.99K
AMERICAN EXPRESS CODFND	COM	177.73K	SH	$56.69M 1.19%	100K	49.00	77.67K
ALPHABET INCDFND	CAP STK CL C	278.21K	SH	$49.35M 1.04%	41.09K	0.00	237.11K
TJX COS INC NEWOTR	COM	387.07K	SH	$47.80M 1.01%	204.53K	147.00	182.39K
UNITEDHEALTH GROUP INCDFND	COM	149.50K	SH	$46.64M 0.98%	50.51K	15.00	98.98K
UNION PAC CORPDFND	COM	200.95K	SH	$46.23M 0.97%	73.33K	0.00	127.62K
COSTCO WHSL CORP NEWDFND	COM	45.43K	SH	$44.97M 0.95%	39.20K	38.00	6.19K
BERKSHIRE HATHAWAY INC DELDFND	CL A	52.00	SH	$37.90M 0.80%	1.00	0.00	51.00
SALESFORCE INCDFND	COM	132.76K	SH	$36.20M 0.76%	57.34K	53.00	75.38K
ISHARES TROTR	CORE US AGGBD ET	361.01K	SH	$35.81M 0.75%	334.68K	2.17K	24.15K
ISHARES TROTR	CORE S&P500 ETF	56.97K	SH	$35.37M 0.74%	45.87K	0.00	11.09K

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