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LifeSteps Financial’s Pinnacle West Capital PNW Stock Holding History

LifeSteps Financial’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 		$107K Buy
+1,001
New +$102K 0.05% 147
2024
Q2 		– Sell
-916
Closed -$68.5K – 319
2024
Q1 		$68.5K Buy
+916
New +$64.5K 0.05% 131

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
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
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LifeSteps Financial's PNW Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 1,001 shares worth $107K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in PNW as recently as Q1 2024.

LifeSteps Financial first reported a position in PNW in Q1 2024 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • LifeSteps Financial held 1,001 shares of Pinnacle West Capital worth $107K as of Q2 2026.
  • Pinnacle West Capital was a new LifeSteps Financial position in Q2 2026.
  • Pinnacle West Capital made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #147 holding.
  • LifeSteps Financial first reported a position in Pinnacle West Capital in Q1 2024 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.