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Financial Gravity Companies’s Pinnacle West Capital PNW Stock Holding History

Financial Gravity Companies’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 		$116K Buy
+1,085
New +$111K 0.02% 214
2018
Q4 		$0 Buy
+3
New +$258 ﹤0.01% 1482
2018
Q1 		– Sell
-39
Closed -$3K – 1585
2017
Q4 		$3K Buy
+39
New +$3.44K ﹤0.01% 855

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Companies's PNW Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1,085 shares worth $116K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PNW as recently as Q4 2018.

Financial Gravity Companies first reported a position in PNW in Q4 2017 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Financial Gravity Companies held 1,085 shares of Pinnacle West Capital worth $116K as of Q2 2026.
  • Pinnacle West Capital was a new Financial Gravity Companies position in Q2 2026.
  • Pinnacle West Capital made up 0.02% of Financial Gravity Companies's portfolio in Q2 2026, its #214 holding.
  • Financial Gravity Companies first reported a position in Pinnacle West Capital in Q4 2017 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.