Compass Financial Management
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Compass Financial Management’s Pinnacle West Capital PNW Stock Holding History

Compass Financial Management’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
Q3 		$30.9K Buy
332
+3
+0.9% +$301 ﹤0.01% 839
2026
Q2 		$33.4K Buy
+329
New +$33.6K ﹤0.01% 772

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Barrow, Hanley, Mewhinney & Strauss
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Vanguard Portfolio Management
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Compass Financial Management's PNW Position: Q3 2026 in Review

Compass Financial Management increased its Pinnacle West Capital (PNW) stake by 0.91% in Q3 2026, buying an estimated $301 and bringing the position to 332 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Compass Financial Management first reported a position in PNW in Q2 2026 and has held it in 2 quarters since. The position peaked at $33.4K in Q2 2026. 586 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Compass Financial Management held 332 shares of Pinnacle West Capital worth $30.9K as of Q3 2026.
  • Compass Financial Management bought 3 Pinnacle West Capital shares in Q3 2026, an estimated $301.
  • Pinnacle West Capital made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #839 holding.
  • Compass Financial Management first reported a position in Pinnacle West Capital in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Pinnacle West Capital position peaked at $33.4K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.