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BOK Financial Private Wealth’s Pinnacle West Capital PNW Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-100
Closed -$10.1K – 809
2026
Q1 		$10.1K Hold
100
– – ﹤0.01% 347
2025
Q4 		$8.87K Hold
100
– – ﹤0.01% 393
2025
Q3 		$8.97K Hold
100
– – ﹤0.01% 334
2025
Q2 		$8.95K Hold
100
– – ﹤0.01% 361
2025
Q1 		$9.53K Sell
100
-18
-15% -$1.61K ﹤0.01% 389
2024
Q4 		$10K Buy
118
+18
+18% +$1.6K ﹤0.01% 370
2024
Q3 		$8.86K Buy
+100
New +$8.54K ﹤0.01% 398
2024
Q2 		– Sell
-357
Closed -$26.7K – 473
2024
Q1 		$26.7K Hold
357
– – ﹤0.01% 307
2023
Q4 		$25.6K Buy
+357
New +$26.2K ﹤0.01% 305

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial Private Wealth's PNW Position: Q2 2026 in Review

BOK Financial Private Wealth sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 100 shares — an estimated $10.1K sold.

BOK Financial Private Wealth first reported a position in PNW in Q4 2023 and held it in 9 quarters. The position peaked at $26.7K in Q1 2024. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • BOK Financial Private Wealth reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 100 Pinnacle West Capital shares in Q2 2026, an estimated $10.1K.
  • BOK Financial Private Wealth first reported a position in Pinnacle West Capital in Q4 2023 and held it in 9 quarters.
  • BOK Financial Private Wealth's Pinnacle West Capital position peaked at $26.7K in Q1 2024.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.