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Dickmeyer Boyce Financial Management’s Pinnacle West Capital PNW Stock Holding History

Dickmeyer Boyce 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 		$338K Buy
3,630
+11
+0.3% +$1.1K 0.17% 105
2026
Q2 		$387K Sell
3,619
-334
-8% -$34.2K 0.2% 99
2026
Q1 		$398K Buy
+3,953
New +$381K 0.23% 87

Other funds holding PNW

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Dickmeyer Boyce Financial Management's PNW Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Pinnacle West Capital (PNW) stake by 0.3% in Q3 2026, buying an estimated $1.1K and bringing the position to 3,630 shares worth $338K. The position accounts for 0.17% of the portfolio, ranked #105.

Dickmeyer Boyce Financial Management first reported a position in PNW in Q1 2026 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 20 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 3,630 shares of Pinnacle West Capital worth $338K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 11 Pinnacle West Capital shares in Q3 2026, an estimated $1.1K.
  • Pinnacle West Capital made up 0.17% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #105 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Pinnacle West Capital position peaked at $398K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.