Pathstone Holdings
PNW icon

Pathstone Holdings’s Pinnacle West Capital PNW Stock Holding History

Pathstone Holdings’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 		$1.38M Buy
12,861
+3,303
+35% +$338K ﹤0.01% 1338
2026
Q1 		$963K Sell
9,558
-945
-9% -$91.2K ﹤0.01% 1428
2025
Q4 		$932K Buy
10,503
+223
+2% +$20K ﹤0.01% 1451
2025
Q3 		$922K Sell
10,280
-1,105
-10% -$99.5K ﹤0.01% 1468
2025
Q2 		$1.02M Sell
11,385
-3,222
-22% -$295K ﹤0.01% 1380
2025
Q1 		$1.39M Buy
14,607
+4,424
+43% +$395K 0.01% 1184
2024
Q4 		$863K Buy
10,183
+120
+1% +$10.7K ﹤0.01% 1440
2024
Q3 		$891K Buy
10,063
+417
+4% +$35.6K ﹤0.01% 1433
2024
Q2 		$737K Buy
9,646
+999
+12% +$75.4K ﹤0.01% 1488
2024
Q1 		$646K Buy
8,647
+441
+5% +$31.1K ﹤0.01% 1549
2023
Q4 		$590K Buy
+8,206
New +$603K ﹤0.01% 1397

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

Pathstone Holdings's PNW Position: Q2 2026 in Review

Pathstone Holdings increased its Pinnacle West Capital (PNW) stake by 35% in Q2 2026, buying an estimated $338K and bringing the position to 12,861 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Pathstone Holdings first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q1 2025. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Pathstone Holdings held 12,861 shares of Pinnacle West Capital worth $1.38M as of Q2 2026.
  • Pathstone Holdings bought 3,303 Pinnacle West Capital shares in Q2 2026, an estimated $338K.
  • Pinnacle West Capital made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1338 holding.
  • Pathstone Holdings first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Pinnacle West Capital position peaked at $1.39M in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.