JCFM
PNW icon

JBR Co Financial Management’s Pinnacle West Capital PNW Stock Holding History

JBR Co Financial 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 		– Sell
-2,470
Closed -$219K – 138
2026
Q1 		$219K Hold
2,470
– – 0.09% 116
2025
Q4 		$219K Sell
2,470
-118
-5% -$10.6K 0.09% 116
2025
Q3 		$232K Sell
2,588
-62
-2% -$5.58K 0.1% 110
2025
Q2 		$237K Sell
2,650
-250
-9% -$22.9K 0.12% 104
2025
Q1 		$276K Sell
2,900
-125
-4% -$11.2K 0.16% 97
2024
Q4 		$256K Sell
3,025
-500
-14% -$44.4K 0.16% 92
2024
Q3 		$312K Hold
3,525
– – 0.2% 84
2024
Q2 		$269K Hold
3,525
– – 0.19% 85
2024
Q1 		$263K Sell
3,525
-100
-3% -$7.04K 0.21% 80
2023
Q4 		$260K Buy
+3,625
New +$266K 0.24% 72

Other funds holding PNW

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

JBR Co Financial Management's PNW Position: Q2 2026 in Review

JBR Co Financial Management sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,470 shares — an estimated $219K sold.

JBR Co Financial Management first reported a position in PNW in Q4 2023 and held it in 10 quarters. The position peaked at $312K in Q3 2024. 145 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • JBR Co Financial Management reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • JBR Co Financial Management sold 2,470 Pinnacle West Capital shares in Q2 2026, an estimated $219K.
  • JBR Co Financial Management first reported a position in Pinnacle West Capital in Q4 2023 and held it in 10 quarters.
  • JBR Co Financial Management's Pinnacle West Capital position peaked at $312K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.