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Pinnacle Financial Partners (Tennessee)’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-373
Closed -$34.6K – 538
2025
Q1 		$34.6K Hold
373
– – ﹤0.01% 494
2024
Q4 		$36.2K Hold
373
– – ﹤0.01% 487
2024
Q3 		$36.2K Buy
373
+167
+81% +$15.3K ﹤0.01% 487
2024
Q2 		$18.5K Hold
206
– – ﹤0.01% 511
2024
Q1 		$18.5K Hold
206
– – ﹤0.01% 505
2023
Q4 		$17.5K Hold
206
– – ﹤0.01% 493
2023
Q3 		$15.6K Hold
206
– – ﹤0.01% 475
2023
Q2 		$16.4K Hold
206
– – ﹤0.01% 481
2023
Q1 		$15.2K Hold
206
– – ﹤0.01% 479
2022
Q4 		$13.4K Hold
206
– – ﹤0.01% 469
2022
Q3 		$12K Sell
206
-1,419
-87% -$95.4K ﹤0.01% 473
2022
Q2 		$104K Hold
1,625
– – ﹤0.01% 360
2022
Q1 		$121K Hold
1,625
– – ﹤0.01% 365
2021
Q4 		$124K Hold
1,625
– – ﹤0.01% 390
2021
Q3 		$119K Hold
1,625
– – ﹤0.01% 382
2021
Q2 		$120K Sell
1,625
-290
-15% -$21.1K ﹤0.01% 365
2021
Q1 		$119K Hold
1,915
– – 0.01% 350
2020
Q4 		$105K Hold
1,915
– – 0.01% 354
2020
Q3 		$105K Hold
1,915
– – 0.01% 341
2020
Q2 		$100K Buy
1,915
+97
+5% +$4.83K 0.01% 329
2020
Q1 		$80K Hold
1,818
– – 0.01% 332
2019
Q4 		$100K Buy
+1,818
New +$96.2K 0.01% 370
2019
Q2 		– Sell
-3,618
Closed -$169K – 428
2019
Q1 		$169K Buy
+3,618
New +$164K 0.01% 332
2018
Q4 		– Sell
-3,605
Closed -$169K – 386
2018
Q3 		$169K Buy
3,605
+140
+4% +$6.39K 0.01% 334
2018
Q2 		$151K Sell
3,465
-198
-5% -$8.43K 0.01% 314
2018
Q1 		$152K Buy
+3,663
New +$159K 0.02% 316

Other funds holding MOAT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s MOAT Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2025, closing a stake of 373 shares — an estimated $34.6K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in MOAT in Q1 2018 and held it in 26 quarters. The position peaked at $169K in Q1 2019. 692 funds tracked by Wall St. Rank hold MOAT as of Q2 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining VanEck Morningstar Wide Moat ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 373 VanEck Morningstar Wide Moat ETF shares in Q2 2025, an estimated $34.6K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2018 and held it in 26 quarters.
  • Pinnacle Financial Partners (Tennessee)'s VanEck Morningstar Wide Moat ETF position peaked at $169K in Q1 2019.
  • 692 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.