MFG
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Merit Financial Group’s Pinnacle West Capital PNW Stock Holding History

Merit Financial 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 		$980K Buy
9,158
+1,610
+21% +$165K 0.01% 1085
2026
Q1 		$760K Buy
7,548
+1,157
+18% +$112K 0.01% 1131
2025
Q4 		$567K Buy
6,391
+1,631
+34% +$146K ﹤0.01% 1237
2025
Q3 		$427K Buy
4,760
+304
+7% +$27.4K ﹤0.01% 1275
2025
Q2 		$399K Buy
4,456
+1,891
+74% +$173K ﹤0.01% 1203
2025
Q1 		$244K Buy
+2,565
New +$229K ﹤0.01% 1208

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

Merit Financial Group's PNW Position: Q2 2026 in Review

Merit Financial Group increased its Pinnacle West Capital (PNW) stake by 21% in Q2 2026, buying an estimated $165K and bringing the position to 9,158 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #1085.

Merit Financial Group first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Merit Financial Group held 9,158 shares of Pinnacle West Capital worth $980K as of Q2 2026.
  • Merit Financial Group bought 1,610 Pinnacle West Capital shares in Q2 2026, an estimated $165K.
  • Pinnacle West Capital made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1085 holding.
  • Merit Financial Group first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

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