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Prestige Wealth Management Group’s Pinnacle West Capital PNW Stock Holding History

Prestige Wealth Management 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 		$110K Hold
1,025
– – 0.02% 210
2026
Q1 		$103K Hold
1,025
– – 0.02% 202
2025
Q4 		$90.9K Sell
1,025
-10
-1% -$896 0.02% 208
2025
Q3 		$92.8K Hold
1,035
– – 0.02% 222
2025
Q2 		$92.6K Hold
1,035
– – 0.02% 213
2025
Q1 		$98.6K Buy
1,035
+1,025
+10,250% +$91.5K 0.02% 199
2024
Q4 		$848 Hold
10
– – ﹤0.01% 907
2024
Q3 		$886 Hold
10
– – ﹤0.01% 895
2024
Q2 		$764 Hold
10
– – ﹤0.01% 862
2024
Q1 		$748 Hold
10
– – ﹤0.01% 904
2023
Q4 		$719 Hold
10
– – ﹤0.01% 897
2023
Q3 		$737 Sell
10
-203
-95% -$16.1K ﹤0.01% 920
2023
Q2 		$17.4K Hold
213
– – ﹤0.01% 379
2023
Q1 		$16.9K Hold
213
– – ﹤0.01% 357
2022
Q4 		$16.2K Sell
213
-5
-2% -$357 ﹤0.01% 385
2022
Q3 		$14K Buy
218
+5
+2% +$368 ﹤0.01% 371
2022
Q2 		$16K Hold
213
– – ﹤0.01% 372
2022
Q1 		$17K Hold
213
– – ﹤0.01% 375
2021
Q4 		$15K Hold
213
– – ﹤0.01% 423
2021
Q3 		$16K Hold
213
– – ﹤0.01% 409
2021
Q2 		$18K Hold
213
– – ﹤0.01% 371
2021
Q1 		$18K Hold
213
– – ﹤0.01% 376
2020
Q4 		$17K Hold
213
– – ﹤0.01% 378
2020
Q3 		$16K Sell
213
-19
-8% -$1.46K ﹤0.01% 379
2020
Q2 		$17K Sell
232
-7
-3% -$529 0.01% 354
2020
Q1 		$18K Buy
239
+36
+18% +$3.27K 0.01% 297
2019
Q4 		$18K Hold
203
– – 0.01% 301
2019
Q3 		$20K Hold
203
– – 0.01% 281
2019
Q2 		$19K Hold
203
– – 0.01% 280
2019
Q1 		$19K Sell
203
-43
-17% -$3.88K 0.01% 286
2018
Q4 		$21K Buy
+246
New +$21.2K 0.02% 300

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

Prestige Wealth Management Group's PNW Position: Q2 2026 in Review

Prestige Wealth Management Group held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 1,025 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #210.

Prestige Wealth Management Group first reported a position in PNW in Q4 2018 and has held it in 31 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Prestige Wealth Management Group held 1,025 shares of Pinnacle West Capital worth $110K as of Q2 2026.
  • Prestige Wealth Management Group left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #210 holding.
  • Prestige Wealth Management Group first reported a position in Pinnacle West Capital in Q4 2018 and has held it in 31 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.