Fortitude Family Office’s Pinnacle West Capital PNW Stock Holding History

Fortitude Family Office’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	$111K	Sell	1,189 -188	-14%	-$18.9K	0.02%	240
2026 Q2	$147K	Sell	1,377 -29	-2%	-$2.97K	0.03%	156
2026 Q1	$142K	Buy	1,406 +58	+4%	+$5.59K	0.03%	137
2025 Q4	$120K	Sell	1,348 -289	-18%	-$25.9K	0.03%	173
2025 Q3	$147K	Sell	1,637 -2	-0.1%	-$180	0.04%	158
2025 Q2	$147K	Sell	1,639 -1,207	-42%	-$110K	0.05%	147
2025 Q1	$271K	Sell	2,846 -100	-3%	-$8.93K	0.1%	100
2024 Q4	$250K	Buy	2,946 +1,722	+141%	+$153K	0.09%	113
2024 Q3	$108K	Buy	1,224 +1,100	+887%	+$93.9K	0.04%	152
2024 Q2	$9.47K	Hold	124	–	–	0.01%	423
2024 Q1	$9.27K	Hold	124	–	–	0.01%	419
2023 Q4	$8.91K	Buy	+124	New	+$9.11K	0.01%	445

Other funds holding PNW

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Fortitude Family Office's PNW Position: Q3 2026 in Review

Fortitude Family Office reduced its Pinnacle West Capital (PNW) stake by 14% in Q3 2026, selling an estimated $18.9K and leaving 1,189 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #240.

Fortitude Family Office first reported a position in PNW in Q4 2023 and has held it in 12 quarters since. The position peaked at $271K in Q1 2025. 61 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

Fortitude Family Office held 1,189 shares of Pinnacle West Capital worth $111K as of Q3 2026.
Fortitude Family Office sold 188 Pinnacle West Capital shares in Q3 2026, an estimated $18.9K.
Pinnacle West Capital made up 0.02% of Fortitude Family Office's portfolio in Q3 2026, its #240 holding.
Fortitude Family Office first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's Pinnacle West Capital position peaked at $271K in Q1 2025.
61 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.