First Command Bank’s Pinnacle West Capital PNW Stock Holding History

First Command Bank’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
2023 Q2	$57K	Hold	700	–	–	0.01%	225
2023 Q1	$55.5K	Hold	700	–	–	0.01%	222
2022 Q4	$53K	Sell	700 -304	-30%	-$21.7K	0.01%	222
2022 Q3	$65K	Hold	1,004	–	–	0.01%	204
2022 Q2	$73K	Hold	1,004	–	–	0.01%	199
2022 Q1	$78K	Sell	1,004 -496	-33%	-$35.5K	0.01%	208
2021 Q4	$109K	Hold	1,500	–	–	0.02%	186
2021 Q3	$109K	Hold	1,500	–	–	0.02%	186
2021 Q2	$123K	Hold	1,500	–	–	0.01%	181
2021 Q1	$122K	Hold	1,500	–	–	0.03%	163
2020 Q4	$120K	Hold	1,500	–	–	0.03%	154
2020 Q3	$112K	Hold	1,500	–	–	0.03%	144
2020 Q2	$110K	Hold	1,500	–	–	0.04%	145
2020 Q1	$114K	Hold	1,500	–	–	0.06%	141
2019 Q4	$135K	Sell	1,500 -57	-4%	-$5.14K	0.06%	148
2019 Q3	$151K	Hold	1,557	–	–	0.08%	132
2019 Q2	$146K	Hold	1,557	–	–	0.07%	135
2019 Q1	$149K	Hold	1,557	–	–	0.07%	132
2018 Q4	$133K	Hold	1,557	–	–	0.07%	132
2018 Q3	$123K	Hold	1,557	–	–	0.03%	139
2018 Q2	$125K	Hold	1,557	–	–	0.04%	134
2018 Q1	$124K	Hold	1,557	–	–	0.07%	132
2017 Q4	$133K	Hold	1,557	–	–	0.07%	125
2017 Q3	$132K	Hold	1,557	–	–	0.08%	116
2017 Q2	$133K	Hold	1,557	–	–	0.09%	116
2017 Q1	$130K	Hold	1,557	–	–	0.09%	113
2016 Q4	$121K	Buy	+1,557	New	+$117K	0.1%	116

Other funds holding PNW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Command Bank's PNW Position: Q2 2023 in Review

First Command Bank held its Pinnacle West Capital (PNW) position steady in Q2 2023 at 700 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #225.

First Command Bank first reported a position in PNW in Q4 2016 and has held it in 27 quarters since. The position peaked at $151K in Q3 2019. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

First Command Bank held 700 shares of Pinnacle West Capital worth $57K as of Q2 2023.
First Command Bank left its Pinnacle West Capital share count unchanged in Q2 2023.
Pinnacle West Capital made up 0.01% of First Command Bank's portfolio in Q2 2023, its #225 holding.
First Command Bank first reported a position in Pinnacle West Capital in Q4 2016 and has held it in 27 quarters since.
First Command Bank's Pinnacle West Capital position peaked at $151K in Q3 2019.
524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.