13F-HR: Pinnacle Financial Partners Inc Discloses Q1 2024 Investment Portfolio

Pinnacle Financial Partners Inc's latest 13F filing reveals their holdings as of March 31, 2024, with a total portfolio value of over $4.6 billion.

Summary

• Pinnacle Financial Partners Inc. filed its Form 13F for the quarter ended March 31, 2024.
• The filing discloses the firm's holdings as an institutional investment manager.
• The report covers holdings of Pinnacle Financial Partners Inc. and two other included managers: Pinnacle Bank and Pinnacle Wealth Advisors.
• The total value of the reported holdings is $4,620,268,101.
• The filing includes a total of 1,073 entries in the information table, detailing the specific securities held.

Sentiment

Score: 5

Explanation: The document is a regulatory filing, so the sentiment is neutral. It provides factual information about the company's holdings.

Positives

• The document provides a detailed overview of Pinnacle Financial Partners Inc.'s investment portfolio.
• The inclusion of multiple managers (Pinnacle Bank and Pinnacle Wealth Advisors) offers a broader view of the firm's investment strategy.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their investment holdings and strategies.

Comparison to Industry Standards

• The filing is consistent with the regulatory requirements for institutional investment managers.
• The portfolio's diversification can be assessed by comparing the holdings to benchmark indices like the S&P 500 or MSCI World Index.
• Comparing Pinnacle's holdings to those of similar-sized financial institutions can provide insights into their investment strategy and risk management.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Pinnacle Financial Partners Inc.
• The filing provides transparency to clients and stakeholders regarding the firm's asset allocation.

Key Dates