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Pinnacle Financial Partners (Tennessee)’s Morgan Stanley MS Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$12.1M Buy
76,395
+28,162
+58% +$4.16M 0.29% 102
2025
Q2 		$6.79M Buy
48,233
+23,576
+96% +$2.9M 0.14% 153
2025
Q1 		$2.88M Buy
24,657
+19,586
+386% +$2.52M 0.06% 196
2024
Q4 		$638K Sell
5,071
-242
-5% -$29.8K 0.01% 304
2024
Q3 		$554K Buy
5,313
+707
+15% +$71.2K 0.01% 317
2024
Q2 		$448K Buy
4,606
+293
+7% +$27.9K 0.01% 334
2024
Q1 		$406K Buy
4,313
+952
+28% +$83.8K 0.01% 341
2023
Q4 		$313K Buy
3,361
+600
+22% +$48K 0.01% 358
2023
Q3 		$225K Sell
2,761
-593
-18% -$51.5K 0.01% 369
2023
Q2 		$286K Buy
3,354
+704
+27% +$60.2K 0.01% 344
2023
Q1 		$233K Buy
+2,650
New +$247K 0.01% 367
2022
Q2 		– Sell
-3,090
Closed -$270K – 449
2022
Q1 		$270K Sell
3,090
-1,194
-28% -$115K 0.01% 329
2021
Q4 		$420K Buy
4,284
+14
+0.3% +$1.4K 0.01% 303
2021
Q3 		$416K Sell
4,270
-267
-6% -$26.5K 0.01% 297
2021
Q2 		$416K Buy
4,537
+168
+4% +$14.4K 0.02% 283
2021
Q1 		$340K Buy
4,369
+191
+5% +$14.6K 0.02% 286
2020
Q4 		$286K Buy
+4,178
New +$240K 0.01% 305
2017
Q3 		– Sell
-500
Closed -$22K – 397
2017
Q2 		$22K Buy
+500
New +$21.6K ﹤0.01% 387

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Morgan Stanley (MS) stake by 58% in Q3 2025, buying an estimated $4.16M and bringing the position to 76,395 shares worth $12.1M. The position accounts for 0.29% of the portfolio, ranked #102.

Pinnacle Financial Partners (Tennessee) first reported a position in MS in Q2 2017 and has held it in 18 quarters since. 2,265 funds tracked by Wall St. Rank hold MS as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 76,395 shares of Morgan Stanley worth $12.1M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 28,162 Morgan Stanley shares in Q3 2025, an estimated $4.16M.
  • Morgan Stanley made up 0.29% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #102 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Morgan Stanley in Q2 2017 and has held it in 18 quarters since.
  • 2,265 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2025.

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