Mather Group
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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
Q3 		$650K Sell
6,985
-57
-0.8% -$5.72K 0.01% 489
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

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mather Group's PNW Position: Q3 2026 in Review

Mather Group reduced its Pinnacle West Capital (PNW) stake by 0.81% in Q3 2026, selling an estimated $5.72K and leaving 6,985 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #489.

Mather Group first reported a position in PNW in Q1 2022 and has held it in 15 quarters since. The position peaked at $754K in Q2 2026. 129 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Mather Group held 6,985 shares of Pinnacle West Capital worth $650K as of Q3 2026.
  • Mather Group sold 57 Pinnacle West Capital shares in Q3 2026, an estimated $5.72K.
  • Pinnacle West Capital made up 0.01% of Mather Group's portfolio in Q3 2026, its #489 holding.
  • Mather Group first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 15 quarters since.
  • Mather Group's Pinnacle West Capital position peaked at $754K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.