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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$421K Buy
5,906
+41
+0.7% +$2.93K 0.01% 355
2025
Q2 		$366K Buy
5,865
+135
+2% +$7.58K 0.01% 364
2025
Q1 		$334K Buy
+5,730
New +$404K 0.01% 370

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s MC Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Moelis & Co (MC) stake by 0.7% in Q3 2025, buying an estimated $2.93K and bringing the position to 5,906 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #355.

Pinnacle Financial Partners (Tennessee) first reported a position in MC in Q1 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold MC as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 5,906 shares of Moelis & Co worth $421K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 41 Moelis & Co shares in Q3 2025, an estimated $2.93K.
  • Moelis & Co made up 0.01% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #355 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Moelis & Co in Q1 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.