Bank of Montreal’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $33.9M | Buy |
316,993
+33,261
| +12% | +$3.4M | 0.01% | 720 |
|
|
2026
Q1 | $28.6M | Buy |
283,732
+48,328
| +21% | +$4.66M | 0.01% | 716 |
|
|
2025
Q4 | $20.9M | Buy |
235,404
+15,816
| +7% | +$1.42M | 0.01% | 845 |
|
|
2025
Q3 | $19.7M | Sell |
219,588
-3,280
| -1% | -$295K | 0.01% | 787 |
|
|
2025
Q2 | $19.9M | Sell |
222,868
-37,801
| -15% | -$3.46M | 0.01% | 723 |
|
|
2025
Q1 | $24.8M | Buy |
260,669
+5,640
| +2% | +$504K | 0.01% | 629 |
|
|
2024
Q4 | $21.6M | Buy |
255,029
+7,481
| +3% | +$664K | 0.01% | 715 |
|
|
2024
Q3 | $21.9M | Buy |
247,548
+44,158
| +22% | +$3.77M | 0.01% | 742 |
|
|
2024
Q2 | $15.6M | Buy |
203,390
+22,696
| +13% | +$1.71M | ﹤0.01% | 856 |
|
|
2024
Q1 | $13.5M | Sell |
180,694
-30,143
| -14% | -$2.12M | ﹤0.01% | 872 |
|
|
2023
Q4 | $15.7M | Sell |
210,837
-18,291
| -8% | -$1.34M | ﹤0.01% | 875 |
|
|
2023
Q3 | $18M | Buy |
229,128
+44,535
| +24% | +$3.53M | 0.01% | 749 |
|
|
2023
Q2 | $15.5M | Sell |
184,593
-9,166
| -5% | -$731K | 0.01% | 826 |
|
|
2023
Q1 | $15.4M | Sell |
193,759
-15,896
| -8% | -$1.2M | 0.01% | 769 |
|
|
2022
Q4 | $16.1M | Buy |
209,655
+36,701
| +21% | +$2.62M | 0.01% | 778 |
|
|
2022
Q3 | $13.5K | Sell |
172,954
-591
| -0.3% | -$43.5K | 0.01% | 845 |
|
|
2022
Q2 | $12.7K | Sell |
173,545
-40,536
| -19% | -$3.03M | 0.01% | 948 |
|
|
2022
Q1 | $16.6M | Sell |
214,081
-52,387
| -20% | -$3.75M | 0.01% | 905 |
|
|
2021
Q4 | $18.8M | Buy |
266,468
+20,856
| +8% | +$1.4M | 0.01% | 760 |
|
|
2021
Q3 | $17.8M | Buy |
245,612
+26,317
| +12% | +$2.09M | 0.01% | 997 |
|
|
2021
Q2 | $18.1M | Buy |
219,295
+14,904
| +7% | +$1.26M | 0.01% | 951 |
|
|
2021
Q1 | $16.7M | Sell |
204,391
-43,559
| -18% | -$3.37M | 0.01% | 756 |
|
|
2020
Q4 | $19M | Buy |
247,950
+6,326
| +3% | +$522K | 0.01% | 728 |
|
|
2020
Q3 | $19.6M | Sell |
241,624
-10,580
| -4% | -$810K | 0.02% | 598 |
|
|
2020
Q2 | $19.2M | Sell |
252,204
-52,322
| -17% | -$3.95M | 0.02% | 603 |
|
|
2020
Q1 | $21.9M | Sell |
304,526
-205,367
| -40% | -$18.6M | 0.03% | 468 |
|
|
2019
Q4 | $45.9M | Buy |
509,893
+273,730
| +116% | +$24.7M | 0.03% | 422 |
|
|
2019
Q3 | $22.9M | Buy |
236,163
+55,289
| +31% | +$5.21M | 0.02% | 578 |
|
|
2019
Q2 | $17M | Buy |
180,874
+6,704
| +4% | +$639K | 0.01% | 700 |
|
|
2019
Q1 | $16.6M | Sell |
174,170
-12,016
| -6% | -$1.08M | 0.01% | 668 |
|
|
2018
Q4 | $15.9M | Sell |
186,186
-148,560
| -44% | -$12.8M | 0.02% | 628 |
|
|
2018
Q3 | $26.5M | Buy |
334,746
+34,402
| +11% | +$2.76M | 0.02% | 548 |
|
|
2018
Q2 | $24.2M | Buy |
300,344
+76,160
| +34% | +$5.96M | 0.02% | 551 |
|
|
2018
Q1 | $17.9M | Sell |
224,184
-40,463
| -15% | -$3.17M | 0.02% | 638 |
|
|
2017
Q4 | $22.5M | Sell |
264,647
-66,601
| -20% | -$5.88M | 0.02% | 583 |
|
|
2017
Q3 | $28M | Buy |
331,248
+93,197
| +39% | +$8.17M | 0.03% | 494 |
|
|
2017
Q2 | $20.3M | Sell |
238,051
-91,408
| -28% | -$7.87M | 0.02% | 586 |
|
|
2017
Q1 | $27.5M | Buy |
329,459
+10,835
| +3% | +$866K | 0.03% | 475 |
|
|
2016
Q4 | $23.6M | Sell |
318,624
-56,235
| -15% | -$4.22M | 0.02% | 494 |
|
|
2016
Q3 | $28.5M | Buy |
374,859
+28,140
| +8% | +$2.19M | 0.03% | 446 |
|
|
2016
Q2 | $28.1M | Buy |
346,719
+112,655
| +48% | +$8.4M | 0.03% | 441 |
|
|
2016
Q1 | $17.6M | Sell |
234,064
-38,815
| -14% | -$2.65M | 0.02% | 542 |
|
|
2015
Q4 | $17.6M | Buy |
272,879
+19,860
| +8% | +$1.26M | 0.02% | 531 |
|
|
2015
Q3 | $16.2M | Sell |
253,019
-101,843
| -29% | -$6.22M | 0.02% | 533 |
|
|
2015
Q2 | $20.2M | Sell |
354,862
-29,339
| -8% | -$1.77M | 0.02% | 519 |
|
|
2015
Q1 | $24.5M | Sell |
384,201
-10,814
| -3% | -$722K | 0.03% | 438 |
|
|
2014
Q4 | $27M | Buy |
395,015
+44,697
| +13% | +$2.78M | 0.03% | 397 |
|
|
2014
Q3 | $19.1M | Sell |
350,318
-72,389
| -17% | -$4.03M | 0.02% | 520 |
|
|
2014
Q2 | $24.4M | Sell |
422,707
-21,617
| -5% | -$1.2M | 0.03% | 420 |
|
|
2014
Q1 | $24.3M | Sell |
444,324
-55,494
| -11% | -$2.97M | 0.03% | 380 |
|
|
2013
Q4 | $26.5M | Buy |
499,818
+121,321
| +32% | +$6.65M | 0.04% | 328 |
|
|
2013
Q3 | $20.7M | Buy |
378,497
+103,690
| +38% | +$5.82M | 0.03% | 339 |
|
|
2013
Q2 | $15.2M | Buy |
+274,807
| New | +$16M | 0.03% | 374 |
|
Other funds holding PNW
VCM
VPM
Bank of Montreal's PNW Position: Q2 2026 in Review
Bank of Montreal increased its Pinnacle West Capital (PNW) stake by 12% in Q2 2026, buying an estimated $3.4M and bringing the position to 316,993 shares worth $33.9M. The position accounts for 0.01% of the portfolio, ranked #720.
Bank of Montreal first reported a position in PNW in Q2 2013 and has held it in 53 quarters since. The position peaked at $45.9M in Q4 2019. 621 funds tracked by Wall St. Rank hold PNW as of Q2 2026.
- Bank of Montreal held 316,993 shares of Pinnacle West Capital worth $33.9M as of Q2 2026.
- Bank of Montreal bought 33,261 Pinnacle West Capital shares in Q2 2026, an estimated $3.4M.
- Pinnacle West Capital made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #720 holding.
- Bank of Montreal first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Pinnacle West Capital position peaked at $45.9M in Q4 2019.
- 621 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.