Pinnacle Financial Partners Files Amended 13F-HR Reflecting Post-Merger Holdings
Summary
Pinnacle Financial Partners filed an amended 13F-HR for Q4 2025, restating its institutional investment holdings to reflect the recent merger with Synovus Financial Corp. and Legacy Pinnacle.
Key Events
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Amended Holdings Report
Filed an amended Form 13F-HR for the quarter ended December 31, 2025, restating institutional investment holdings.
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Post-Merger Consolidation
The amendment reflects the consolidated holdings following the merger of Synovus Financial Corp. and Legacy Pinnacle into the new Pinnacle Financial Partners, Inc., effective January 1, 2026.
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Substantial Portfolio Value
The reported aggregate fair market value of institutional investment holdings is $13.24 billion.
Analysis
This amended 13F-HR provides a consolidated view of Pinnacle Financial Partners' institutional investment holdings as of December 31, 2025, following the merger of Synovus Financial Corp. and Legacy Pinnacle into the new entity. The restatement is a material update, offering investors the first comprehensive look at the combined entity's portfolio post-merger. This filing is important for understanding the investment strategy and asset allocation of the newly formed Pinnacle Financial Partners, Inc.
At the time of this filing, PNFP was trading at $98.30 on NYSE in the Finance sector, with a market capitalization of approximately $14.9B. The 52-week trading range was $92.16 to $107.00. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.