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Lifeworks Advisors’s Pinnacle West Capital PNW Stock Holding History

Lifeworks Advisors’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
Q1 		$330K Buy
3,279
+29
+0.9% +$2.8K 0.04% 235
2025
Q4 		$288K Buy
3,250
+110
+4% +$9.85K 0.04% 270
2025
Q3 		$282K Buy
+3,140
New +$283K 0.04% 268

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lifeworks Advisors's PNW Position: Q1 2026 in Review

Lifeworks Advisors increased its Pinnacle West Capital (PNW) stake by 0.89% in Q1 2026, buying an estimated $2.8K and bringing the position to 3,279 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #235.

Lifeworks Advisors first reported a position in PNW in Q3 2025 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Lifeworks Advisors held 3,279 shares of Pinnacle West Capital worth $330K as of Q1 2026.
  • Lifeworks Advisors bought 29 Pinnacle West Capital shares in Q1 2026, an estimated $2.8K.
  • Pinnacle West Capital made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #235 holding.
  • Lifeworks Advisors first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.