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

Grove 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	$7.28K	Hold	68	–	–	﹤0.01%	684
2026 Q1	$6.85K	Hold	68	–	–	﹤0.01%	677
2025 Q4	$6.03K	Buy	68 +16	+31%	+$1.43K	﹤0.01%	700
2025 Q3	$4.66K	Sell	52 -38	-42%	-$3.42K	﹤0.01%	715
2025 Q2	$8.05K	Buy	90 +9	+11%	+$823	﹤0.01%	640
2025 Q1	$7.71K	Buy	81 +38	+88%	+$3.39K	﹤0.01%	616
2024 Q4	$3.65K	Buy	43 +14	+48%	+$1.24K	﹤0.01%	629
2024 Q3	$2.57K	Buy	+29	New	+$2.48K	﹤0.01%	639
2018 Q1	–	Sell	-190	Closed	-$16K	–	383
2017 Q4	$16K	Hold	190	–	–	0.01%	409
2017 Q3	$16K	Sell	190 -115	-38%	-$10.1K	0.01%	421
2017 Q2	$26K	Buy	305 +190	+165%	+$16.4K	0.02%	347
2017 Q1	$10K	Hold	115	–	–	0.01%	346
2016 Q4	$9K	Buy	+115	New	+$8.62K	0.01%	381

Other funds holding PNW

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return