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 Q2	$3.21K	Hold	30	–	–	﹤0.01%	568
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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Safra Asset Management's PNW Position: Q2 2026 in Review

J. Safra Asset Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 30 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

J. Safra Asset Management first reported a position in PNW in Q4 2015 and has held it in 6 quarters since. The position peaked at $715K in Q1 2016. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

J. Safra Asset Management held 30 shares of Pinnacle West Capital worth $3.21K as of Q2 2026.
J. Safra Asset Management left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #568 holding.
J. Safra Asset Management first reported a position in Pinnacle West Capital in Q4 2015 and has held it in 6 quarters since.
J. Safra Asset Management's Pinnacle West Capital position peaked at $715K in Q1 2016.
731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.