City State Bank’s Pinnacle West Capital PNW Stock Holding History

City State Bank’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
2025 Q3	–	Sell	-141	Closed	-$12.6K	–	760
2025 Q2	$12.6K	Hold	141	–	–	﹤0.01%	493
2025 Q1	$13.4K	Sell	141 -92	-39%	-$8.21K	﹤0.01%	476
2024 Q4	$19.8K	Hold	233	–	–	0.01%	428
2024 Q3	$20.6K	Hold	233	–	–	0.01%	423
2024 Q2	$17.8K	Hold	233	–	–	0.01%	424
2024 Q1	$17K	Hold	233	–	–	0.01%	424
2023 Q4	$17K	Hold	233	–	–	0.01%	405
2023 Q3	$17K	Hold	233	–	–	0.01%	407
2023 Q2	$19K	Hold	233	–	–	0.01%	397
2023 Q1	$18K	Sell	233 -132	-36%	-$9.96K	0.01%	396
2022 Q4	$28K	Hold	365	–	–	0.02%	334
2022 Q3	$24K	Hold	365	–	–	0.02%	333
2022 Q2	$27K	Hold	365	–	–	0.02%	324
2022 Q1	$29K	Hold	365	–	–	0.02%	338
2021 Q4	$26K	Buy	+365	New	+$24.5K	0.02%	355

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

City State Bank's PNW Position: Q3 2025 in Review

City State Bank sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 141 shares — an estimated $12.6K sold.

City State Bank first reported a position in PNW in Q4 2021 and held it in 15 quarters. The position peaked at $29K in Q1 2022. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

City State Bank reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
City State Bank sold 141 Pinnacle West Capital shares in Q3 2025, an estimated $12.6K.
City State Bank first reported a position in Pinnacle West Capital in Q4 2021 and held it in 15 quarters.
City State Bank's Pinnacle West Capital position peaked at $29K in Q1 2022.
623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on City State Bank's 13F filing for Q3 2025, filed 16 Oct 2025.