PINNACLE FINANCIAL PARTNERS INC

NASHVILLE, TN How do I update this listing?

Pinnacle Financial Partners is based out of Nashville. Their last reported 13F filing for Q2 2020 included $1,751,426,000 in managed 13F securities and a top 10 holdings concentration of 28.62%. Pinnacle Financial Partners's largest holding is Vanguard S&P 500 ETF with shares held of 442,368. Pinnacle Financial Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 51 13F filings, and 229 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2016-03-15. The notice included securities offered of Equity

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06/30/2020

13F Activity

  • Market Value $1.751 Billion
  • Prior Market Value $1.446 Billion
  • New Purchases20 stocks
  • Additional Purchases158 stocks
  • Sold out of24 stocks
  • Reduced holdings in127 stocks
  • Top 10 Holdings % 28.62 %
  • Turnover % [1]:10.11%
  • Turnover Alt % [2]: 8.09 %
  • Time Held Top20:13.40 quarters
  • Time Held Top10:13.40 quarters
  • Time Held All:15.71 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 26.57%
Performance Last 4 Quarters: 4.59%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Pinnacle Bank
Pinnacle Wealth Advisors

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2016-03-15 D COMMERCIAL BANKING Equity 39,900,000 39,900,000 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
CHARLES E. BROCK subscription required
    DIRECTOR
COLLEEN CONWAY-WELCH subscription required
    DIRECTOR
ED C. LOUGHRY, JR. subscription required
    DIRECTOR
GARY SCOTT subscription required
    DIRECTOR
GLENDA BASKIN GLOVER subscription required
    DIRECTOR
GREGORY L. BURNS subscription required
    DIRECTOR
H. GORDON BONE subscription required
    DIRECTOR
HAROLD R. CARPENTER subscription required
    EXECUTIVE OFFICER
HARVEY WHITE subscription required
    EXECUTIVE OFFICER
HUGH M. QUEENER subscription required
    EXECUTIVE OFFICER
JAMES C. COPE subscription required
    DIRECTOR
M. TERRY TURNER subscription required
    EXECUTIVE OFFICER DIRECTOR
REESE L. SMITH, III subscription required
    DIRECTOR
RENDA J. BURKHART subscription required
    DIRECTOR
ROBERT A. MCCABE, JR. subscription required
    EXECUTIVE OFFICER DIRECTOR
SUE R. ATKINSON subscription required
    DIRECTOR
THOMAS C. FARNSWORTH, III subscription required
    DIRECTOR
WILLIAM F. HAGERTY, IV subscription required
    DIRECTOR
WILLIAM H. HUDDLESTON, IV subscription required
    DIRECTOR

WhaleScore history for PINNACLE FINANCIAL PARTNERS INC

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