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Greenleaf Trust’s Pinnacle West Capital PNW Stock Holding History

Greenleaf 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
Q1 		$235K Buy
2,335
+76
+3% +$7.33K ﹤0.01% 733
2025
Q4 		$200K Buy
+2,259
New +$202K ﹤0.01% 801

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenleaf Trust's PNW Position: Q1 2026 in Review

Greenleaf Trust increased its Pinnacle West Capital (PNW) stake by 3.4% in Q1 2026, buying an estimated $7.33K and bringing the position to 2,335 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Greenleaf Trust first reported a position in PNW in Q4 2025 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Greenleaf Trust held 2,335 shares of Pinnacle West Capital worth $235K as of Q1 2026.
  • Greenleaf Trust bought 76 Pinnacle West Capital shares in Q1 2026, an estimated $7.33K.
  • Pinnacle West Capital made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #733 holding.
  • Greenleaf Trust first reported a position in Pinnacle West Capital in Q4 2025 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.