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Pinnacle Financial Partners (Tennessee)’s United Parcel Service UPS Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$984K Sell
11,779
-8,576
-42% -$777K 0.02% 269
2025
Q2 		$2.05M Sell
20,355
-72,822
-78% -$7.16M 0.04% 224
2025
Q1 		$10.3M Buy
93,177
+3,198
+4% +$382K 0.21% 120
2024
Q4 		$11.3M Sell
89,979
-1,911
-2% -$252K 0.23% 108
2024
Q3 		$12.5M Sell
91,890
-626
-0.7% -$82.2K 0.25% 105
2024
Q2 		$12.7M Buy
92,516
+3,427
+4% +$491K 0.27% 93
2024
Q1 		$13.2M Sell
89,089
-10,101
-10% -$1.54M 0.29% 93
2023
Q4 		$15.6M Sell
99,190
-21,092
-18% -$3.19M 0.37% 74
2023
Q3 		$18.7M Buy
120,282
+1,934
+2% +$334K 0.48% 55
2023
Q2 		$21.2M Buy
118,348
+1,608
+1% +$286K 0.53% 51
2023
Q1 		$22.6M Buy
116,740
+7,695
+7% +$1.41M 0.61% 45
2022
Q4 		$19M Sell
109,045
-26,248
-19% -$4.54M 0.55% 48
2022
Q3 		$21.9M Buy
135,293
+9,373
+7% +$1.77M 0.79% 32
2022
Q2 		$23M Buy
125,920
+19,270
+18% +$3.51M 0.82% 28
2022
Q1 		$22.9M Buy
106,650
+3,583
+3% +$761K 0.72% 35
2021
Q4 		$22.1M Buy
103,067
+4,940
+5% +$1M 0.69% 36
2021
Q3 		$17.9M Buy
98,127
+5,249
+6% +$1.04M 0.63% 44
2021
Q2 		$19.3M Sell
92,878
-11,423
-11% -$2.29M 0.78% 31
2021
Q1 		$17.7M Buy
104,301
+5,545
+6% +$897K 0.8% 32
2020
Q4 		$16.6M Buy
98,756
+4,824
+5% +$814K 0.82% 32
2020
Q3 		$15.7M Buy
93,932
+2,896
+3% +$422K 0.85% 32
2020
Q2 		$10.1M Buy
91,036
+15,263
+20% +$1.52M 0.58% 50
2020
Q1 		$7.08M Buy
75,773
+14,450
+24% +$1.5M 0.49% 58
2019
Q4 		$7.18M Buy
61,323
+3,535
+6% +$418K 0.44% 71
2019
Q3 		$6.92M Buy
57,788
+6,408
+12% +$733K 0.5% 62
2019
Q2 		$5.31M Buy
51,380
+4,972
+11% +$517K 0.4% 79
2019
Q1 		$5.19M Buy
46,408
+3,711
+9% +$394K 0.42% 72
2018
Q4 		$4.17M Buy
42,697
+1,504
+4% +$163K 0.39% 76
2018
Q3 		$4.81M Buy
41,193
+4,722
+13% +$556K 0.4% 73
2018
Q2 		$3.87M Buy
36,471
+3,111
+9% +$349K 0.37% 80
2018
Q1 		$3.49M Buy
33,360
+23,907
+253% +$2.76M 0.35% 86
2017
Q4 		$1.13M Buy
9,453
+2,664
+39% +$313K 0.12% 161
2017
Q3 		$815K Buy
6,789
+340
+5% +$38.7K 0.1% 160
2017
Q2 		$713K Buy
6,449
+4,476
+227% +$478K 0.1% 173
2017
Q1 		$212K Buy
1,973
+30
+2% +$3.28K 0.04% 235
2016
Q4 		$223K Sell
1,943
-3,406
-64% -$384K 0.05% 219
2016
Q3 		$589K Buy
5,349
+2,590
+94% +$283K 0.13% 160
2016
Q2 		$306K Sell
2,759
-475
-15% -$49.4K 0.07% 204
2016
Q1 		$341K Buy
3,234
+54
+2% +$5.25K 0.09% 190
2015
Q4 		$306K Buy
3,180
+741
+30% +$75.7K 0.1% 190
2015
Q3 		$241K Buy
2,439
+337
+16% +$33.3K 0.08% 201
2015
Q2 		$204K Buy
2,102
+19
+0.9% +$1.89K 0.06% 217
2015
Q1 		$202K Sell
2,083
-96
-4% -$9.85K 0.07% 210
2014
Q4 		$242K Buy
2,179
+66
+3% +$6.96K 0.08% 184
2014
Q3 		$208K Buy
+2,113
New +$210K 0.08% 180

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its United Parcel Service (UPS) stake by 42% in Q3 2025, selling an estimated $777K and leaving 11,779 shares worth $984K. The position accounts for 0.02% of the portfolio, ranked #269.

Pinnacle Financial Partners (Tennessee) first reported a position in UPS in Q3 2014 and has held it in 45 quarters since. The position peaked at $23M in Q2 2022. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 11,779 shares of United Parcel Service worth $984K as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 8,576 United Parcel Service shares in Q3 2025, an estimated $777K.
  • United Parcel Service made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #269 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in United Parcel Service in Q3 2014 and has held it in 45 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s United Parcel Service position peaked at $23M in Q2 2022.
  • 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

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