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Pinnacle Financial Group’s Morgan Stanley MS Stock Holding History

Pinnacle Financial Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Sell
1,405
-149
-10% -$25.8K 0.06% 104
2025
Q4 		$276K Buy
1,554
+110
+8% +$18.3K 0.08% 94
2025
Q3 		$230K Buy
+1,444
New +$213K 0.07% 100

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Financial Group's MS Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Morgan Stanley (MS) stake by 9.6% in Q1 2026, selling an estimated $25.8K and leaving 1,405 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #104.

Pinnacle Financial Group first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Pinnacle Financial Group held 1,405 shares of Morgan Stanley worth $231K as of Q1 2026.
  • Pinnacle Financial Group sold 149 Morgan Stanley shares in Q1 2026, an estimated $25.8K.
  • Morgan Stanley made up 0.06% of Pinnacle Financial Group's portfolio in Q1 2026, its #104 holding.
  • Pinnacle Financial Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Group's Morgan Stanley position peaked at $276K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.