COMPASS FINANCIAL MANAGEMENT LLC’s Pinnacle West Capital PNW Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$33.4K	Buy	+329	New	+$33.6K	﹤0.01%	772

Other funds holding PNW

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PNW Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 329 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings.

565 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 329 shares of Pinnacle West Capital worth $33.4K as of Q2 2026.
Pinnacle West Capital was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #772 holding.
565 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.