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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Compass Financial Management's PNW Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.