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J. Safra Asset Management’s Pinnacle West Capital PNW Stock Holding History

J. Safra Asset Management’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 		$3.02K Hold
30
– – ﹤0.01% 558
2025
Q4 		$2.66K Buy
+30
New +$2.69K ﹤0.01% 512
2016
Q3 		– Sell
-439
Closed -$36K – 215
2016
Q2 		$36K Sell
439
-9,089
-95% -$678K 0.06% 121
2016
Q1 		$715K Sell
9,528
-884
-8% -$60.4K 0.58% 37
2015
Q4 		$671K Buy
+10,412
New +$663K 0.51% 45

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

J. Safra Asset Management's PNW Position: Q1 2026 in Review

J. Safra Asset Management held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 30 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

J. Safra Asset Management first reported a position in PNW in Q4 2015 and has held it in 5 quarters since. The position peaked at $715K in Q1 2016. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • J. Safra Asset Management held 30 shares of Pinnacle West Capital worth $3.02K as of Q1 2026.
  • J. Safra Asset Management left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #558 holding.
  • J. Safra Asset Management first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 5 quarters since.
  • J. Safra Asset Management's Pinnacle West Capital position peaked at $715K in Q1 2016.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.