EWP
PNW icon

Elevation Wealth Partners’s Pinnacle West Capital PNW Stock Holding History

Elevation Wealth Partners’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 		$42K Buy
451
+282
+167% +$28.3K 0.01% 444
2026
Q2 		$18.1K Buy
169
+121
+252% +$12.4K 0.01% 621
2026
Q1 		$4.84K Buy
48
+40
+500% +$3.86K ﹤0.01% 724
2025
Q4 		$710 Buy
8
+3
+60% +$269 ﹤0.01% 890
2025
Q3 		$449 Buy
+5
New +$450 ﹤0.01% 822

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
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
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
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's PNW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Pinnacle West Capital (PNW) stake by 167% in Q3 2026, buying an estimated $28.3K and bringing the position to 451 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #444.

Elevation Wealth Partners first reported a position in PNW in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Elevation Wealth Partners held 451 shares of Pinnacle West Capital worth $42K as of Q3 2026.
  • Elevation Wealth Partners bought 282 Pinnacle West Capital shares in Q3 2026, an estimated $28.3K.
  • Pinnacle West Capital made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #444 holding.
  • Elevation Wealth Partners first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.