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Everhart Financial Group’s Pinnacle West Capital PNW Stock Holding History

Everhart Financial Group’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 		$265K Buy
2,481
+120
+5% +$12.3K 0.02% 403
2026
Q1 		$238K Buy
+2,361
New +$228K 0.02% 412

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everhart Financial Group's PNW Position: Q2 2026 in Review

Everhart Financial Group increased its Pinnacle West Capital (PNW) stake by 5.1% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,481 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #403.

Everhart Financial Group first reported a position in PNW in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Everhart Financial Group held 2,481 shares of Pinnacle West Capital worth $265K as of Q2 2026.
  • Everhart Financial Group bought 120 Pinnacle West Capital shares in Q2 2026, an estimated $12.3K.
  • Pinnacle West Capital made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #403 holding.
  • Everhart Financial Group first reported a position in Pinnacle West Capital in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.