PINNACLE FINANCIAL PARTNERS, INC.

PublicCIK: 2082866

PNFPNYSEPNFP-PBNYSEPNFP-PANYSE+1 more

Location

ATLANTA, GA

1128

Positions

$14.66B

Total AUM (reported)

120.55M

Total Shares

Allocation by class

COM$7.10B48.4%

RUS 1000 VAL ETF$789.61M5.4%

RUS 1000 GRW ETF$694.80M4.7%

TR UNIT$419.15M2.9%

RUSSELL 2000 ETF$324.66M2.2%

VAN FTSE DEV MKT$290.85M2.0%

RUS 1000 ETF$256.08M1.7%

Portfolio Concentration

Top 3$2.07B14.1%

4–10$2.57B17.5%

11–25$2.64B18.0%

Rest$7.38B50.3%

Top 3 weight

14.1%

Top 10 weight

31.7%

Voting Authority Distribution

Total shares with voting rights: 120.55M

Sole

Full voting authority

92.26M

% of voting shares76.5%

Shared

Joint voting authority

1.67M

% of voting shares1.4%

None

No voting authority

26.62M

% of voting shares22.1%

Investment Discretion (by position count)

Sole0

Shared0

Other1128

Dominant voting typeSole · 76.5% of voting shares

Institutional Holdings1128

Rows:

ISHARES TR

DFND

RUS 1000 VAL ETF

Shares3.26M

TypeSH

Market value$789.61M

5.38%

Sole

3.07M

Shared

48.81K

None

133.44K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares5.60M

TypeSH

Market value$694.80M

4.74%

Sole

5.25M

Shared

64.65K

None

279.65K

COCA COLA CO

DFND

COM

Shares7.19M

TypeSH

Market value$584.58M

3.99%

Sole

6.90M

Shared

113.27K

None

184.66K

GLOBAL PMTS INC

DFND

COM

Shares6.94M

TypeSH

Market value$503.44M

3.43%

Sole

6.72M

Shared

16.18K

None

203.22K

STATE STR SPDR S&P 500 ETF T

DFND

TR UNIT

Shares561.29K

TypeSH

Market value$419.15M

2.86%

Sole

491.52K

Shared

7.87K

None

61.90K

APPLE INC

DFND

COM

Shares1.45M

TypeSH

Market value$419.00M

2.86%

Sole

1.06M

Shared

34.62K

None

349.06K

PINNACLE FINL PARTNERS INC

DFND

COM

Shares3.42M

TypeSH

Market value$344.66M

2.35%

Sole

2.56M

Shared

111.45K

None

747.84K

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares1.08M

TypeSH

Market value$324.66M

2.21%

Sole

1.04M

Shared

18.54K

None

25.33K

VANGUARD TAX-MANAGED FDS

DFND

VAN FTSE DEV MKT

Shares4.08M

TypeSH

Market value$290.85M

1.98%

Sole

3.95M

Shared

55.86K

None

79.61K

NVIDIA CORPORATION

DFND

COM

Shares1.36M

TypeSH

Market value$271.70M

1.85%

Sole

1.24M

Shared

13.98K

None

107.73K

MICROSOFT CORP

DFND

COM

Shares718.36K

TypeSH

Market value$267.96M

1.83%

Sole

556.30K

Shared

12.32K

None

149.73K

ISHARES TR

DFND

RUS 1000 ETF

Shares625.35K

TypeSH

Market value$256.08M

1.75%

Sole

620.28K

Shared

4.93K

None

137.00

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares349.81K

TypeSH

Market value$240.26M

1.64%

Sole

288.39K

Shared

21.00

None

61.41K

ALPHABET INC

DFND

CAP STK CL A

Shares636.97K

TypeSH

Market value$227.64M

1.55%

Sole

552.75K

Shared

7.02K

None

77.21K

JPMORGAN CHASE & CO

DFND

COM

Shares610.35K

TypeSH

Market value$199.79M

1.36%

Sole

447.29K

Shared

13.55K

None

149.51K

ELI LILLY & CO

DFND

COM

Shares155.02K

TypeSH

Market value$185.93M

1.27%

Sole

133.67K

Shared

2.05K

None

19.29K

SOUTHERN CO

DFND

COM

Shares1.93M

TypeSH

Market value$184.94M

1.26%

Sole

370.89K

Shared

15.89K

None

1.55M

AMAZON COM INC

DFND

COM

Shares750.32K

TypeSH

Market value$178.83M

1.22%

Sole

569.02K

Shared

6.68K

None

174.62K

MICRON TECHNOLOGY INC

DFND

COM

Shares134.86K

TypeSH

Market value$155.67M

1.06%

Sole

73.05K

Shared

268.00

None

61.55K

AFLAC INC

DFND

COM

Shares1.27M

TypeSH

Market value$148.54M

1.01%

Sole

1.19M

Shared

50.11K

None

21.76K

ISHARES TR

DFND

RUS MID CAP ETF

Shares1.25M

TypeSH

Market value$137.41M

0.94%

Sole

1.21M

Shared

10.99K

None

27.02K

ALPHABET INC

DFND

CAP STK CL C

Shares340.63K

TypeSH

Market value$120.36M

0.82%

Sole

159.77K

Shared

6.62K

None

174.25K

VANGUARD INDEX FDS

DFND

GROWTH ETF

Shares1.35M

TypeSH

Market value$116.15M

0.79%

Sole

1.17M

Shared

0.00

None

174.16K

JOHNSON & JOHNSON

DFND

COM

Shares447.48K

TypeSH

Market value$113.65M

0.77%

Sole

353.94K

Shared

7.70K

None

85.84K

BROADCOM INC

DFND

COM

Shares291.07K

TypeSH

Market value$109.95M

0.75%

Sole

253.24K

Shared

4.20K

None

33.64K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRDFND	RUS 1000 VAL ETF	3.26M	SH	$789.61M 5.38%	3.07M	48.81K	133.44K
ISHARES TRDFND	RUS 1000 GRW ETF	5.60M	SH	$694.80M 4.74%	5.25M	64.65K	279.65K
COCA COLA CODFND	COM	7.19M	SH	$584.58M 3.99%	6.90M	113.27K	184.66K
GLOBAL PMTS INCDFND	COM	6.94M	SH	$503.44M 3.43%	6.72M	16.18K	203.22K
STATE STR SPDR S&P 500 ETF TDFND	TR UNIT	561.29K	SH	$419.15M 2.86%	491.52K	7.87K	61.90K
APPLE INCDFND	COM	1.45M	SH	$419.00M 2.86%	1.06M	34.62K	349.06K
PINNACLE FINL PARTNERS INCDFND	COM	3.42M	SH	$344.66M 2.35%	2.56M	111.45K	747.84K
ISHARES TRDFND	RUSSELL 2000 ETF	1.08M	SH	$324.66M 2.21%	1.04M	18.54K	25.33K
VANGUARD TAX-MANAGED FDSDFND	VAN FTSE DEV MKT	4.08M	SH	$290.85M 1.98%	3.95M	55.86K	79.61K
NVIDIA CORPORATIONDFND	COM	1.36M	SH	$271.70M 1.85%	1.24M	13.98K	107.73K
MICROSOFT CORPDFND	COM	718.36K	SH	$267.96M 1.83%	556.30K	12.32K	149.73K
ISHARES TRDFND	RUS 1000 ETF	625.35K	SH	$256.08M 1.75%	620.28K	4.93K	137.00
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	349.81K	SH	$240.26M 1.64%	288.39K	21.00	61.41K
ALPHABET INCDFND	CAP STK CL A	636.97K	SH	$227.64M 1.55%	552.75K	7.02K	77.21K
JPMORGAN CHASE & CODFND	COM	610.35K	SH	$199.79M 1.36%	447.29K	13.55K	149.51K
ELI LILLY & CODFND	COM	155.02K	SH	$185.93M 1.27%	133.67K	2.05K	19.29K
SOUTHERN CODFND	COM	1.93M	SH	$184.94M 1.26%	370.89K	15.89K	1.55M
AMAZON COM INCDFND	COM	750.32K	SH	$178.83M 1.22%	569.02K	6.68K	174.62K
MICRON TECHNOLOGY INCDFND	COM	134.86K	SH	$155.67M 1.06%	73.05K	268.00	61.55K
AFLAC INCDFND	COM	1.27M	SH	$148.54M 1.01%	1.19M	50.11K	21.76K
ISHARES TRDFND	RUS MID CAP ETF	1.25M	SH	$137.41M 0.94%	1.21M	10.99K	27.02K
ALPHABET INCDFND	CAP STK CL C	340.63K	SH	$120.36M 0.82%	159.77K	6.62K	174.25K
VANGUARD INDEX FDSDFND	GROWTH ETF	1.35M	SH	$116.15M 0.79%	1.17M	0.00	174.16K
JOHNSON & JOHNSONDFND	COM	447.48K	SH	$113.65M 0.77%	353.94K	7.70K	85.84K
BROADCOM INCDFND	COM	291.07K	SH	$109.95M 0.75%	253.24K	4.20K	33.64K

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