PF
PNW icon

PlanVest Financial’s Pinnacle West Capital PNW Stock Holding History

PlanVest Financial’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 		$36.4K Buy
+340
New +$34.8K 0.02% 264

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

PlanVest Financial's PNW Position: Q2 2026 in Review

PlanVest Financial opened a new position in Pinnacle West Capital (PNW) in Q2 2026: 340 shares worth $36.4K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

708 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • PlanVest Financial held 340 shares of Pinnacle West Capital worth $36.4K as of Q2 2026.
  • Pinnacle West Capital was a new PlanVest Financial position in Q2 2026.
  • Pinnacle West Capital made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #264 holding.
  • 708 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.