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Bradley Foster & Sargent’s Pinnacle West Capital PNW Stock Holding History

Bradley Foster & Sargent’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 		$318K Sell
2,968
-8
-0.3% -$818 ﹤0.01% 474
2026
Q1 		$300K Sell
2,976
-488
-14% -$47.1K ﹤0.01% 456
2025
Q4 		$307K Buy
3,464
+69
+2% +$6.18K ﹤0.01% 459
2025
Q3 		$304K Sell
3,395
-256
-7% -$23K ﹤0.01% 462
2025
Q2 		$327K Buy
+3,651
New +$334K 0.01% 451

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 $3.37T AUM 44.26% 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

Bradley Foster & Sargent's PNW Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Pinnacle West Capital (PNW) stake by 0.27% in Q2 2026, selling an estimated $818 and leaving 2,968 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Bradley Foster & Sargent first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q2 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bradley Foster & Sargent held 2,968 shares of Pinnacle West Capital worth $318K as of Q2 2026.
  • Bradley Foster & Sargent sold 8 Pinnacle West Capital shares in Q2 2026, an estimated $818.
  • Pinnacle West Capital made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #474 holding.
  • Bradley Foster & Sargent first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's Pinnacle West Capital position peaked at $327K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.