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Pinnacle Financial Partners (Georgia)’s Moelis & Co MC Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
5,422
+123
+2% +$8.06K ﹤0.01% 944
2026
Q1 		$302K Sell
5,299
-888
-14% -$57.7K ﹤0.01% 935
2025
Q4 		$425K Buy
+6,187
New +$413K ﹤0.01% 833

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Kayne Anderson Rudnick Investment Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s MC Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) increased its Moelis & Co (MC) stake by 2.3% in Q2 2026, buying an estimated $8.06K and bringing the position to 5,422 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Pinnacle Financial Partners (Georgia) first reported a position in MC in Q4 2025 and has held it in 3 quarters since. The position peaked at $425K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 5,422 shares of Moelis & Co worth $355K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) bought 123 Moelis & Co shares in Q2 2026, an estimated $8.06K.
  • Moelis & Co made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #944 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Moelis & Co in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Moelis & Co position peaked at $425K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.