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Independent Financial Group’s Pinnacle West Capital PNW Stock Holding History

Independent Financial Group’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 		$210K Buy
+1,963
New +$201K ﹤0.01% 1454
2024
Q4 		– Sell
-2,269
Closed -$201K – 1230
2024
Q3 		$201K Buy
+2,269
New +$194K 0.01% 1073

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's PNW Position: Q2 2026 in Review

Independent Financial Group opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1,963 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in PNW as recently as Q3 2024.

Independent Financial Group first reported a position in PNW in Q3 2024 and has held it in 2 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Independent Financial Group held 1,963 shares of Pinnacle West Capital worth $210K as of Q2 2026.
  • Pinnacle West Capital was a new Independent Financial Group position in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1454 holding.
  • Independent Financial Group first reported a position in Pinnacle West Capital in Q3 2024 and has held it in 2 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.