First United Bank & Trust’s Pinnacle West Capital PNW Stock Holding History

First United Bank & Trust’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	$42.8K	Hold	400	–	–	0.01%	258
2026 Q1	$40.3K	Hold	400	–	–	0.01%	248
2025 Q4	$35.5K	Hold	400	–	–	0.01%	259
2025 Q3	$35.9K	Hold	400	–	–	0.01%	257
2025 Q2	$35.8K	Hold	400	–	–	0.01%	246
2025 Q1	$38.1K	Hold	400	–	–	0.01%	246
2024 Q4	$33.9K	Hold	400	–	–	0.01%	250
2024 Q3	$35.4K	Hold	400	–	–	0.01%	244
2024 Q2	$30.6K	Hold	400	–	–	0.01%	258
2024 Q1	$29.9K	Hold	400	–	–	0.01%	275
2023 Q4	$28.7K	Buy	+400	New	+$29.4K	0.01%	278

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

First United Bank & Trust's PNW Position: Q2 2026 in Review

First United Bank & Trust held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 400 shares worth $42.8K. The position accounts for 0.01% of the portfolio, ranked #258.

First United Bank & Trust first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. 167 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

First United Bank & Trust held 400 shares of Pinnacle West Capital worth $42.8K as of Q2 2026.
First United Bank & Trust left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #258 holding.
First United Bank & Trust first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
167 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.