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

Larson 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 		$268K Buy
2,507
+593
+31% +$60.6K 0.01% 735
2026
Q1 		$193K Buy
1,914
+229
+14% +$22.1K 0.01% 734
2025
Q4 		$149K Buy
1,685
+338
+25% +$30.3K 0.01% 788
2025
Q3 		$121K Buy
1,347
+63
+5% +$5.67K ﹤0.01% 845
2025
Q2 		$115K Buy
1,284
+34
+3% +$3.11K ﹤0.01% 807
2025
Q1 		$119K Sell
1,250
-4,224
-77% -$377K 0.01% 755
2024
Q4 		$464K Buy
5,474
+972
+22% +$86.3K 0.02% 378
2024
Q3 		$399K Buy
4,502
+3,333
+285% +$285K 0.02% 397
2024
Q2 		$89.3K Sell
1,169
-1,402
-55% -$106K 0.01% 675
2024
Q1 		$192K Buy
2,571
+1,541
+150% +$109K 0.01% 419
2023
Q4 		$74K Buy
1,030
+7
+0.7% +$514 0.01% 548
2023
Q3 		$75.4K Buy
1,023
+1,012
+9,200% +$80.3K 0.01% 512
2023
Q2 		$896 Hold
11
– – ﹤0.01% 1379
2023
Q1 		$872 Hold
11
– – ﹤0.01% 1364
2022
Q4 		$836 Hold
11
– – ﹤0.01% 1319
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1231
2022
Q2 		$1K Buy
+11
New +$823 ﹤0.01% 1132
2021
Q2 		– Sell
-5
Closed – – 911
2021
Q1 		$0 Hold
5
– – ﹤0.01% 910
2020
Q4 		$0 Hold
5
– – ﹤0.01% 822
2020
Q3 		$0 Hold
5
– – ﹤0.01% 815
2020
Q2 		$0 Hold
5
– – ﹤0.01% 741
2020
Q1 		$0 Hold
5
– – ﹤0.01% 635
2019
Q4 		$0 Hold
5
– – ﹤0.01% 646
2019
Q3 		$0 Hold
5
– – ﹤0.01% 609
2019
Q2 		$0 Sell
5
-2
-29% -$191 ﹤0.01% 558
2019
Q1 		$1K Hold
7
– – ﹤0.01% 455
2018
Q4 		$1K Buy
+7
New +$603 ﹤0.01% 434

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

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

Larson Financial Group increased its Pinnacle West Capital (PNW) stake by 31% in Q2 2026, buying an estimated $60.6K and bringing the position to 2,507 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #735.

Larson Financial Group first reported a position in PNW in Q4 2018 and has held it in 27 quarters since. The position peaked at $464K in Q4 2024. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Larson Financial Group held 2,507 shares of Pinnacle West Capital worth $268K as of Q2 2026.
  • Larson Financial Group bought 593 Pinnacle West Capital shares in Q2 2026, an estimated $60.6K.
  • Pinnacle West Capital made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #735 holding.
  • Larson Financial Group first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 27 quarters since.
  • Larson Financial Group's Pinnacle West Capital position peaked at $464K in Q4 2024.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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