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Mather Group’s Pinnacle West Capital PNW Stock Holding History

Mather 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 		$754K Sell
7,042
-17
-0.2% -$1.74K 0.01% 444
2026
Q1 		$711K Buy
7,059
+583
+9% +$56.2K 0.01% 408
2025
Q4 		$574K Sell
6,476
-63
-1% -$5.64K 0.01% 379
2025
Q3 		$586K Buy
6,539
+2,326
+55% +$209K 0.01% 375
2025
Q2 		$377K Buy
4,213
+1,717
+69% +$157K ﹤0.01% 444
2025
Q1 		$238K Buy
2,496
+177
+8% +$15.8K ﹤0.01% 542
2024
Q4 		$197K Buy
2,319
+87
+4% +$7.72K ﹤0.01% 570
2024
Q3 		$198K Buy
2,232
+891
+66% +$76.1K ﹤0.01% 579
2024
Q2 		$100K Sell
1,341
-2,126
-61% -$160K ﹤0.01% 809
2024
Q1 		$249K Sell
3,467
-3
-0.1% -$211 ﹤0.01% 479
2023
Q4 		$249K Sell
3,470
-95
-3% -$6.98K ﹤0.01% 496
2023
Q3 		$263K Buy
3,565
+167
+5% +$13.3K ﹤0.01% 467
2023
Q2 		$277K Buy
+3,398
New +$271K ﹤0.01% 474
2022
Q2 		– Sell
-3,272
Closed -$256K – 453
2022
Q1 		$256K Buy
+3,272
New +$234K 0.01% 376

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

Mather Group's PNW Position: Q2 2026 in Review

Mather Group reduced its Pinnacle West Capital (PNW) stake by 0.24% in Q2 2026, selling an estimated $1.74K and leaving 7,042 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #444.

Mather Group first reported a position in PNW in Q1 2022 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Mather Group held 7,042 shares of Pinnacle West Capital worth $754K as of Q2 2026.
  • Mather Group sold 17 Pinnacle West Capital shares in Q2 2026, an estimated $1.74K.
  • Pinnacle West Capital made up 0.01% of Mather Group's portfolio in Q2 2026, its #444 holding.
  • Mather Group first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.