As of the latest SEC filings, Pinnacle Financial Partners, Inc. (PNFP) is held by 474 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $428,945,155.92 in market value, representing 0.40% of its portfolio.
Funds holding Pinnacle Financial Partners, Inc. (PNFP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PNFP
- CIK:
- 0002082866
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.40% | $428,945,155.92 | 4,979,628 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $413,632,220.40 | 4,801,860 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.18% | $300,306,608.68 | 3,486,262 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 2.02% | $185,898,992.42 | 2,158,103 | Mar 31, 2026 | May 28, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.70% | $170,746,001.82 | 1,725,753 | Apr 30, 2026 | Jun 26, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.70% | $165,768,627.24 | 1,675,446 | Apr 30, 2026 | Jun 26, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 1.54% | $165,224,061.48 | 1,669,942 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.18% | $144,794,793.36 | 1,680,924 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.51% | $110,466,411.06 | 1,116,499 | Apr 30, 2026 | Jun 26, 2026 |
|
VVORX
Invesco Value Opportunities Fund
|
MF | Invesco | 1.25% | $105,572,937.60 | 1,067,040 | Apr 30, 2026 | Jun 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.40% | $97,739,612.40 | 1,134,660 | Mar 31, 2026 | Jun 1, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.16% | $95,618,673.32 | 1,110,038 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.22% | $84,105,976.18 | 976,387 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.17% | $71,226,995.84 | 784,784 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.38% | $70,330,509.60 | 710,840 | Apr 30, 2026 | Jun 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.83% | $65,958,776.24 | 765,716 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.32% | $65,907,370.72 | 726,172 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.41% | $63,350,284.76 | 735,434 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $60,366,018.92 | 665,117 | Feb 28, 2026 | Apr 24, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.06% | $58,030,585.62 | 586,523 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.47% | $54,635,931.66 | 634,269 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.11% | $54,592,222.74 | 551,771 | Apr 30, 2026 | Jun 26, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.34% | $53,278,695.30 | 538,495 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.28% | $53,140,772.94 | 537,101 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.37% | $50,942,622.96 | 514,884 | Apr 30, 2026 | Jun 29, 2026 |
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