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Pacifica Partners’s Pinnacle West Capital PNW Stock Holding History

Pacifica Partners’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 		$3.12K Hold
33
– – ﹤0.01% 359
2026
Q2 		$3.61K Hold
33
– – ﹤0.01% 367
2026
Q1 		$3.33K Hold
33
– – ﹤0.01% 379
2025
Q4 		$2.91K Hold
33
– – ﹤0.01% 373
2025
Q3 		$2.91K Hold
33
– – ﹤0.01% 434
2025
Q2 		$2.92K Hold
33
– – ﹤0.01% 443
2025
Q1 		$3.14K Hold
33
– – ﹤0.01% 416
2024
Q4 		$2.78K Hold
33
– – ﹤0.01% 417
2024
Q3 		$2.92K Hold
33
– – ﹤0.01% 434
2024
Q2 		$2.49K Buy
+33
New +$2.49K ﹤0.01% 454
2023
Q3 		– Sell
-85
Closed -$7.03K – 544
2023
Q2 		$7.03K Hold
85
– – ﹤0.01% 336
2023
Q1 		$6.8K Hold
85
– – ﹤0.01% 351
2022
Q4 		$6.61K Buy
+85
New +$6.07K ﹤0.01% 325

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
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Pacifica Partners's PNW Position: Q3 2026 in Review

Pacifica Partners held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 33 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Pacifica Partners first reported a position in PNW in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.03K in Q2 2023. 26 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Pacifica Partners held 33 shares of Pinnacle West Capital worth $3.12K as of Q3 2026.
  • Pacifica Partners left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up ﹤0.01% of Pacifica Partners's portfolio in Q3 2026, its #359 holding.
  • Pacifica Partners first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 13 quarters since.
  • Pacifica Partners's Pinnacle West Capital position peaked at $7.03K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.