Private Trust Company’s Pinnacle West Capital PNW Stock Holding History

Private Trust Company’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	$108K	Hold	1,012	–	–	0.01%	1045
2026 Q1	$102K	Sell	1,012 -7	-0.7%	-$675	0.01%	1028
2025 Q4	$90.4K	Buy	1,019 +4	+0.4%	+$358	0.01%	1053
2025 Q3	$91K	Buy	1,015 +7	+0.7%	+$630	0.01%	1050
2025 Q2	$90.2K	Sell	1,008 -349	-26%	-$31.9K	0.01%	993
2025 Q1	$129K	Hold	1,357	–	–	0.01%	853
2024 Q4	$115K	Hold	1,357	–	–	0.01%	875
2024 Q3	$120K	Hold	1,357	–	–	0.01%	855
2024 Q2	$104K	Hold	1,357	–	–	0.01%	868
2024 Q1	$101K	Hold	1,357	–	–	0.01%	863
2023 Q4	$97.5K	Hold	1,357	–	–	0.01%	844
2023 Q3	$100K	Hold	1,357	–	–	0.01%	797
2023 Q2	$111K	Hold	1,357	–	–	0.01%	774
2023 Q1	$108K	Hold	1,357	–	–	0.01%	745
2022 Q4	$103K	Sell	1,357 -94	-6%	-$6.72K	0.02%	726
2022 Q3	$94K	Sell	1,451 -5	-0.3%	-$368	0.02%	698
2022 Q2	$106K	Buy	+1,456	New	+$109K	0.02%	671
2014 Q4	–	Sell	-447	Closed	-$24K	–	942
2014 Q3	$24K	Hold	447	–	–	0.01%	783
2014 Q2	$26K	Buy	447 +347	+347%	+$19.2K	0.01%	762
2014 Q1	$5K	Hold	100	–	–	﹤0.01%	1187
2013 Q4	$5K	Sell	100 -250	-71%	-$13.7K	﹤0.01%	1172
2013 Q3	$19K	Buy	350 +71	+25%	+$3.99K	0.01%	685
2013 Q2	$15K	Buy	+279	New	+$16.2K	0.01%	714

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Trust Company's PNW Position: Q2 2026 in Review

Private Trust Company held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 1,012 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #1045.

Private Trust Company first reported a position in PNW in Q2 2013 and has held it in 23 quarters since. The position peaked at $129K in Q1 2025. 726 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Private Trust Company held 1,012 shares of Pinnacle West Capital worth $108K as of Q2 2026.
Private Trust Company left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1045 holding.
Private Trust Company first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's Pinnacle West Capital position peaked at $129K in Q1 2025.
726 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.