FFA
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Farther Finance Advisors’s Pinnacle West Capital PNW Stock Holding History

Farther Finance Advisors’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 		$1M Buy
10,770
+1,422
+15% +$143K 0.01% 1132
2026
Q2 		$1M Buy
9,348
+609
+7% +$62.3K 0.01% 1107
2026
Q1 		$887K Buy
8,739
+1,029
+13% +$99.3K 0.01% 1047
2025
Q4 		$684K Buy
7,710
+1,166
+18% +$104K 0.01% 1116
2025
Q3 		$587K Buy
6,544
+3,331
+104% +$300K 0.01% 1000
2025
Q2 		$287K Buy
3,213
+498
+18% +$45.6K 0.01% 1216
2025
Q1 		$259K Buy
2,715
+919
+51% +$82K 0.01% 1113
2024
Q4 		$152K Sell
1,796
-1
-0.1% -$89 0.01% 1117
2024
Q3 		$159K Buy
1,797
+966
+116% +$82.5K 0.01% 1092
2024
Q2 		$62.9K Sell
831
-82
-9% -$6.19K ﹤0.01% 1317
2024
Q1 		$67.6K Buy
913
+524
+135% +$36.9K ﹤0.01% 1079
2023
Q4 		$27.9K Buy
389
+16
+4% +$1.18K ﹤0.01% 1233
2023
Q3 		$27.5K Buy
373
+23
+7% +$1.82K ﹤0.01% 991
2023
Q2 		$28.5K Sell
350
-1
-0.3% -$80 0.01% 879
2023
Q1 		$27.8K Sell
351
-7
-2% -$528 0.01% 799
2022
Q4 		$27.2K Buy
+358
New +$25.6K 0.01% 639

Other funds holding PNW

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
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

Farther Finance Advisors's PNW Position: Q3 2026 in Review

Farther Finance Advisors increased its Pinnacle West Capital (PNW) stake by 15% in Q3 2026, buying an estimated $143K and bringing the position to 10,770 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1132.

Farther Finance Advisors first reported a position in PNW in Q4 2022 and has held it in 16 quarters since. 20 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Farther Finance Advisors held 10,770 shares of Pinnacle West Capital worth $1M as of Q3 2026.
  • Farther Finance Advisors bought 1,422 Pinnacle West Capital shares in Q3 2026, an estimated $143K.
  • Pinnacle West Capital made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1132 holding.
  • Farther Finance Advisors first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 16 quarters since.
  • 20 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.