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MJT & Associates Financial Advisory’s Pinnacle West Capital PNW Stock Holding History

MJT & Associates Financial Advisory’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 		$94.1K Hold
1,011
– – 0.06% 58
2026
Q2 		$108K Hold
1,011
– – 0.07% 66
2026
Q1 		$102K Hold
1,011
– – 0.07% 61
2025
Q4 		$89.7K Hold
1,011
– – 0.07% 69
2025
Q3 		$90.6K Hold
1,011
– – 0.07% 63
2025
Q2 		$90.5K Hold
1,011
– – 0.11% 75
2025
Q1 		$96.3K Buy
+1,011
New +$90.3K 0.09% 80

Other funds holding PNW

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

MJT & Associates Financial Advisory's PNW Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 1,011 shares worth $94.1K. The position accounts for 0.06% of the portfolio, ranked #58.

MJT & Associates Financial Advisory first reported a position in PNW in Q1 2025 and has held it in 7 quarters since. The position peaked at $108K in Q2 2026. 20 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • MJT & Associates Financial Advisory held 1,011 shares of Pinnacle West Capital worth $94.1K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up 0.06% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #58 holding.
  • MJT & Associates Financial Advisory first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Pinnacle West Capital position peaked at $108K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.