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Marshall Financial Group (Maryland)’s Pinnacle West Capital PNW Stock Holding History

Marshall Financial Group (Maryland)’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 		$642K Hold
5,996
– – 0.09% 193
2026
Q1 		$604K Hold
5,996
– – 0.1% 188
2025
Q4 		$532K Hold
5,996
– – 0.1% 196
2025
Q3 		$538K Hold
5,996
– – 0.1% 183
2025
Q2 		$540K Buy
+5,996
New +$548K 0.11% 181

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State Street
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Barrow, Hanley, Mewhinney & Strauss
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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

Marshall Financial Group (Maryland)'s PNW Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 5,996 shares worth $642K. The position accounts for 0.09% of the portfolio, ranked #193.

Marshall Financial Group (Maryland) first reported a position in PNW in Q2 2025 and has held it in 5 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,996 shares of Pinnacle West Capital worth $642K as of Q2 2026.
  • Marshall Financial Group (Maryland) left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.09% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #193 holding.
  • Marshall Financial Group (Maryland) first reported a position in Pinnacle West Capital in Q2 2025 and has held it in 5 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.