0001172661-26-001303
Pinnacle Financial Partners, Inc.
Total Value: $13,235,649,189
Total Holdings: 2477
| Quarter | Filling ID |
|---|---|
| Q4 25 | 0002002654-26-000001 |
| Q3 25 | 0002002654-25-000006 |
| Q2 25 | 0002002654-25-000004 |
| Q1 25 | 0002002654-25-000003 |
| Q4 24 | 0002002654-25-000001 |
| Q3 24 | 0002002654-24-000005 |
| Q2 24 | 0002002654-24-000004 |
| Q1 24 | 0002002654-24-000002 |
| Q4 23 | 0002002654-24-000001 |
| Q3 23 | 0002002654-23-000008 |
| Q2 23 | 0002002654-23-000007 |
| Q1 23 | 0002002654-23-000006 |
| Q4 22 | 0002002654-23-000005 |
| Q3 22 | 0002002654-23-000004 |
| Q2 22 | 0002002654-23-000003 |
| Q1 22 | 0002002654-23-000002 |
| Q4 21 | 0002002654-23-000001 |
| Name | Title | CUSIP | Value | Shares | Share Price | Investment | % of Portfolio |
|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | $686,519,053 | 3,263,800 | OTR | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | $652,574,554 | 1,378,722 | OTR | ||
| GLOBAL PMTS INC | COM | 37940X102 | $586,270,610 | 7,574,540 | DFND | ||
| COCA COLA CO | COM | 191216100 | $544,534,715 | 7,789,065 | OTR | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $486,259,727 | 713,007 | OTR | ||
| APPLE INC | COM | 037833100 | $397,037,949 | 1,460,394 | DFND | ||
| MICROSOFT CORP | COM | 594918104 | $346,762,381 | 716,972 | DFND | ||
| SYNOVUS FINL CORP | COM NEW | 87161C501 | $265,797,179 | 5,310,616 | DFND | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | $260,756,413 | 1,059,246 | OTR | ||
| NVIDIA CORPORATION | COM | 67066G104 | $256,477,091 | 1,375,199 | OTR | ||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $239,895,506 | 3,840,165 | DFND | ||
| ISHARES TR | RUS 1000 ETF | 464287622 | $221,426,273 | 592,936 | DFND | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $216,680,160 | 345,478 | OTR | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | $199,990,275 | 620,597 | DFND | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | $196,743,715 | 628,535 | OTR | ||
| AMAZON COM INC | COM | 023135106 | $171,181,350 | 741,622 | DFND | ||
| SOUTHERN CO | COM | 842587107 | $154,175,434 | 1,767,997 | OTR | ||
| ELI LILLY & CO | COM | 532457108 | $153,645,625 | 142,955 | OTR | ||
| AFLAC INC | COM | 001055102 | $121,108,130 | 1,098,283 | OTR | ||
| ISHARES TR | RUS MID CAP ETF | 464287499 | $120,257,086 | 1,249,158 | OTR | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | $113,570,974 | 361,904 | DFND | ||
| VISA INC | COM CL A | 92826C839 | $108,100,125 | 308,212 | DFND | ||
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $104,321,593 | 213,783 | DFND | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | $99,831,510 | 251,890 | OTR | ||
| EXXON MOBIL CORP | COM | 30231G102 | $97,547,039 | 810,565 | DFND | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $95,804,473 | 285,723 | OTR | ||
| BROADCOM INC | COM | 11135F101 | $92,612,977 | 267,573 | OTR | ||
| JOHNSON & JOHNSON | COM | 478160104 | $91,165,944 | 440,493 | DFND | ||
| HOME DEPOT INC | COM | 437076102 | $86,370,036 | 250,949 | OTR | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | $85,980,613 | 895,323 | OTR | ||
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $76,713,693 | 1,453,736 | DFND | ||
| ABBVIE INC | COM | 00287Y109 | $70,551,878 | 308,762 | DFND | ||
| AMERICAN EXPRESS CO | COM | 025816109 | $68,590,981 | 185,398 | DFND | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | $66,628,384 | 77,253 | OTR | ||
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 | $65,671,444 | 688,307 | OTR | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | $65,292,023 | 95,299 | OTR | ||
| CHEVRON CORP NEW | COM | 166764100 | $63,259,977 | 415,010 | OTR | ||
| ISHARES TR | INTRM GOV CR ETF | 464288612 | $62,367,130 | 580,970 | DFND | ||
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $59,028,218 | 1,257,833 | DFND | ||
| ISHARES TR | CORE US AGGBD ET | 464287226 | $57,087,074 | 571,533 | DFND | ||
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $53,123,749 | 928,030 | OTR | ||
| TJX COS INC NEW | COM | 872540109 | $52,818,626 | 343,842 | DFND | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | $52,146,910 | 176,032 | OTR | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | $51,662,926 | 106,794 | DFND | ||
| WALMART INC | COM | 931142103 | $51,560,116 | 462,776 | OTR | ||
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | $51,264,259 | 618,978 | OTR | ||
| META PLATFORMS INC | CL A | 30303M102 | $50,378,050 | 76,314 | OTR | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | $50,236,227 | 176,010 | DFND | ||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | $47,079,260 | 391,727 | OTR | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $46,008,001 | 74,843 | OTR |