Jones Financial Companies
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Jones Financial Companies’s Pinnacle West Capital PNW Stock Holding History

Jones Financial Companies’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 		$1.94M Buy
17,949
+2,149
+14% +$220K ﹤0.01% 1596
2026
Q1 		$1.58M Buy
15,800
+9,591
+154% +$925K ﹤0.01% 1528
2025
Q4 		$551K Buy
6,209
+241
+4% +$21.6K ﹤0.01% 1481
2025
Q3 		$518K Buy
5,968
+1,654
+38% +$149K ﹤0.01% 1381
2025
Q2 		$382K Buy
4,314
+1,973
+84% +$180K ﹤0.01% 1388
2025
Q1 		$220K Buy
2,341
+1,266
+118% +$113K ﹤0.01% 1460
2024
Q4 		$91.1K Buy
1,075
+466
+77% +$41.4K ﹤0.01% 1656
2024
Q3 		$53.8K Buy
609
+294
+93% +$25.1K ﹤0.01% 1609
2024
Q2 		$24.1K Buy
+315
New +$23.8K ﹤0.01% 1487
2023
Q2 		– Sell
-350
Closed -$27.7K – 576
2023
Q1 		$27.7K Buy
+350
New +$26.4K ﹤0.01% 393
2022
Q2 		– Sell
-60
Closed -$5K – 819
2022
Q1 		$5K Buy
+60
New +$4.29K ﹤0.01% 585
2021
Q2 		– Sell
-20
Closed -$2K – 757
2021
Q1 		$2K Buy
+20
New +$1.55K ﹤0.01% 744

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 $3.37T AUM 44.26% 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

Jones Financial Companies's PNW Position: Q2 2026 in Review

Jones Financial Companies increased its Pinnacle West Capital (PNW) stake by 14% in Q2 2026, buying an estimated $220K and bringing the position to 17,949 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Jones Financial Companies first reported a position in PNW in Q1 2021 and has held it in 12 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Jones Financial Companies held 17,949 shares of Pinnacle West Capital worth $1.94M as of Q2 2026.
  • Jones Financial Companies bought 2,149 Pinnacle West Capital shares in Q2 2026, an estimated $220K.
  • Pinnacle West Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1596 holding.
  • Jones Financial Companies first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 12 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.