PINNACLE FINANCIAL PARTNERS, INC.

PublicCIK: 2082866

PNFPNYSEPNFP-PBNYSEPNFP-PANYSE+1 more

Location

ATLANTA, GA

1076

Positions

$13.07B

Total AUM (reported)

111.33M

Total Shares

Allocation by class

COM$6.42B49.1%

RUS 1000 VAL ETF$693.55M5.3%

RUS 1000 GRW ETF$590.44M4.5%

TR UNIT$415.55M3.2%

RUSSELL 2000 ETF$265.23M2.0%

VAN FTSE DEV MKT$253.61M1.9%

RUS 1000 ETF$217.40M1.7%

Portfolio Concentration

Top 3$1.86B14.2%

4–10$2.35B18.0%

11–25$2.28B17.5%

Rest$6.58B50.3%

Top 3 weight

14.2%

Top 10 weight

32.2%

Voting Authority Distribution

Total shares with voting rights: 111.33M

Sole

Full voting authority

84.02M

% of voting shares75.5%

Shared

Joint voting authority

1.50M

% of voting shares1.3%

None

No voting authority

25.82M

% of voting shares23.2%

Investment Discretion (by position count)

Sole0

Shared0

Other1076

Dominant voting typeSole · 75.5% of voting shares

Institutional Holdings1076

Rows:

ISHARES TR

DFND

RUS 1000 VAL ETF

Shares3.25M

TypeSH

Market value$693.55M

5.31%

Sole

3.05M

Shared

48.97K

None

146.92K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares1.38M

TypeSH

Market value$590.44M

4.52%

Sole

1.30M

Shared

16.22K

None

70.89K

COCA COLA CO

DFND

COM

Shares7.59M

TypeSH

Market value$577.50M

4.42%

Sole

7.20M

Shared

112.75K

None

283.72K

GLOBAL PMTS INC

DFND

COM

Shares7.08M

TypeSH

Market value$476.63M

3.65%

Sole

6.74M

Shared

16.05K

None

324.53K

STATE STR SPDR S&P 500 ETF T

DFND

TR UNIT

Shares638.90K

TypeSH

Market value$415.55M

3.18%

Sole

566.78K

Shared

10.14K

None

61.97K

APPLE INC

DFND

COM

Shares1.45M

TypeSH

Market value$367.77M

2.81%

Sole

1.07M

Shared

35.23K

None

347.14K

PINNACLE FINL PARTNERS INC

OTR

COM

Shares3.50M

TypeSH

Market value$301.20M

2.30%

Sole

2.74M

Shared

11.24K

None

750.15K

MICROSOFT CORP

DFND

COM

Shares719.90K

TypeSH

Market value$266.50M

2.04%

Sole

561.19K

Shared

12.43K

None

146.29K

ISHARES TR

DFND

RUSSELL 2000 ETF

Shares1.07M

TypeSH

Market value$265.23M

2.03%

Sole

1.03M

Shared

19.20K

None

25.20K

VANGUARD TAX-MANAGED FDS

DFND

VAN FTSE DEV MKT

Shares3.96M

TypeSH

Market value$253.61M

1.94%

Sole

3.82M

Shared

57.70K

None

78.42K

NVIDIA CORPORATION

DFND

COM

Shares1.36M

TypeSH

Market value$236.80M

1.81%

Sole

1.24M

Shared

14.37K

None

106.58K

ISHARES TR

DFND

RUS 1000 ETF

Shares609.70K

TypeSH

Market value$217.40M

1.66%

Sole

604.41K

Shared

5.16K

None

136.00

VANGUARD INDEX FDS

OTR

S&P 500 ETF SHS

Shares341.44K

TypeSH

Market value$204.04M

1.56%

Sole

280.38K

Shared

21.00

None

61.04K

SOUTHERN CO

OTR

COM

Shares1.92M

TypeSH

Market value$185.70M

1.42%

Sole

376.86K

Shared

15.23K

None

1.53M

ALPHABET INC

OTR

CAP STK CL A

Shares633.57K

TypeSH

Market value$182.20M

1.39%

Sole

547.32K

Shared

7.06K

None

79.20K

JPMORGAN CHASE & CO

DFND

COM

Shares616.87K

TypeSH

Market value$181.48M

1.39%

Sole

453.79K

Shared

13.72K

None

149.35K

AMAZON COM INC

OTR

COM

Shares739.13K

TypeSH

Market value$153.94M

1.18%

Sole

559.66K

Shared

6.59K

None

172.88K

EXXON MOBIL CORP

DFND

COM

Shares790.46K

TypeSH

Market value$134.12M

1.03%

Sole

554.86K

Shared

18.49K

None

217.12K

ELI LILLY & CO

DFND

COM

Shares142.02K

TypeSH

Market value$130.64M

1.00%

Sole

133.97K

Shared

2.12K

None

5.93K

AFLAC INC

OTR

COM

Shares1.15M

TypeSH

Market value$126.22M

0.97%

Sole

1.08M

Shared

51.86K

None

20.95K

ISHARES TR

DFND

RUS MID CAP ETF

Shares1.25M

TypeSH

Market value$121.88M

0.93%

Sole

1.21M

Shared

11.78K

None

27.03K

JOHNSON & JOHNSON

DFND

COM

Shares443.45K

TypeSH

Market value$108.41M

0.83%

Sole

350.11K

Shared

7.70K

None

85.64K

SPDR GOLD TR

DFND

GOLD SHS

Shares241.24K

TypeSH

Market value$103.81M

0.79%

Sole

183.57K

Shared

2.86K

None

54.82K

ALPHABET INC

DFND

CAP STK CL C

Shares351.13K

TypeSH

Market value$100.73M

0.77%

Sole

164.18K

Shared

6.64K

None

180.31K

VANGUARD INDEX FDS

OTR

GROWTH ETF

Shares220.97K

TypeSH

Market value$96.54M

0.74%

Sole

186.77K

Shared

0.00

None

34.20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARES TRDFND	RUS 1000 VAL ETF	3.25M	SH	$693.55M 5.31%	3.05M	48.97K	146.92K
ISHARES TRDFND	RUS 1000 GRW ETF	1.38M	SH	$590.44M 4.52%	1.30M	16.22K	70.89K
COCA COLA CODFND	COM	7.59M	SH	$577.50M 4.42%	7.20M	112.75K	283.72K
GLOBAL PMTS INCDFND	COM	7.08M	SH	$476.63M 3.65%	6.74M	16.05K	324.53K
STATE STR SPDR S&P 500 ETF TDFND	TR UNIT	638.90K	SH	$415.55M 3.18%	566.78K	10.14K	61.97K
APPLE INCDFND	COM	1.45M	SH	$367.77M 2.81%	1.07M	35.23K	347.14K
PINNACLE FINL PARTNERS INCOTR	COM	3.50M	SH	$301.20M 2.30%	2.74M	11.24K	750.15K
MICROSOFT CORPDFND	COM	719.90K	SH	$266.50M 2.04%	561.19K	12.43K	146.29K
ISHARES TRDFND	RUSSELL 2000 ETF	1.07M	SH	$265.23M 2.03%	1.03M	19.20K	25.20K
VANGUARD TAX-MANAGED FDSDFND	VAN FTSE DEV MKT	3.96M	SH	$253.61M 1.94%	3.82M	57.70K	78.42K
NVIDIA CORPORATIONDFND	COM	1.36M	SH	$236.80M 1.81%	1.24M	14.37K	106.58K
ISHARES TRDFND	RUS 1000 ETF	609.70K	SH	$217.40M 1.66%	604.41K	5.16K	136.00
VANGUARD INDEX FDSOTR	S&P 500 ETF SHS	341.44K	SH	$204.04M 1.56%	280.38K	21.00	61.04K
SOUTHERN COOTR	COM	1.92M	SH	$185.70M 1.42%	376.86K	15.23K	1.53M
ALPHABET INCOTR	CAP STK CL A	633.57K	SH	$182.20M 1.39%	547.32K	7.06K	79.20K
JPMORGAN CHASE & CODFND	COM	616.87K	SH	$181.48M 1.39%	453.79K	13.72K	149.35K
AMAZON COM INCOTR	COM	739.13K	SH	$153.94M 1.18%	559.66K	6.59K	172.88K
EXXON MOBIL CORPDFND	COM	790.46K	SH	$134.12M 1.03%	554.86K	18.49K	217.12K
ELI LILLY & CODFND	COM	142.02K	SH	$130.64M 1.00%	133.97K	2.12K	5.93K
AFLAC INCOTR	COM	1.15M	SH	$126.22M 0.97%	1.08M	51.86K	20.95K
ISHARES TRDFND	RUS MID CAP ETF	1.25M	SH	$121.88M 0.93%	1.21M	11.78K	27.03K
JOHNSON & JOHNSONDFND	COM	443.45K	SH	$108.41M 0.83%	350.11K	7.70K	85.64K
SPDR GOLD TRDFND	GOLD SHS	241.24K	SH	$103.81M 0.79%	183.57K	2.86K	54.82K
ALPHABET INCDFND	CAP STK CL C	351.13K	SH	$100.73M 0.77%	164.18K	6.64K	180.31K
VANGUARD INDEX FDSOTR	GROWTH ETF	220.97K	SH	$96.54M 0.74%	186.77K	0.00	34.20K

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