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Ballentine Partners’s Pinnacle West Capital PNW Stock Holding History

Ballentine Partners’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
2,965
+20
+0.7% +$2.04K ﹤0.01% 768
2026
Q1 		$297K Buy
2,945
+339
+13% +$32.7K ﹤0.01% 746
2025
Q4 		$231K Buy
2,606
+371
+17% +$33.2K ﹤0.01% 857
2025
Q3 		$200K Sell
2,235
-21
-0.9% -$1.89K ﹤0.01% 923
2025
Q2 		$202K Buy
2,256
+51
+2% +$4.67K ﹤0.01% 885
2025
Q1 		$210K Buy
+2,205
New +$197K ﹤0.01% 785
2024
Q1 		– Sell
-2,974
Closed -$214K – 755
2023
Q4 		$214K Buy
+2,974
New +$219K ﹤0.01% 601
2023
Q3 		– Sell
-2,645
Closed -$215K – 640
2023
Q2 		$215K Buy
2,645
+76
+3% +$6.06K ﹤0.01% 535
2023
Q1 		$204K Buy
+2,569
New +$194K 0.01% 520

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ballentine Partners's PNW Position: Q2 2026 in Review

Ballentine Partners increased its Pinnacle West Capital (PNW) stake by 0.68% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,965 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Ballentine Partners first reported a position in PNW in Q1 2023 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Ballentine Partners held 2,965 shares of Pinnacle West Capital worth $317K as of Q2 2026.
  • Ballentine Partners bought 20 Pinnacle West Capital shares in Q2 2026, an estimated $2.04K.
  • Pinnacle West Capital made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #768 holding.
  • Ballentine Partners first reported a position in Pinnacle West Capital in Q1 2023 and has held it in 9 quarters since.
  • 104 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.