Raymond James Financial
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Raymond James Financial’s Pinnacle West Capital PNW Stock Holding History

Raymond James 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 		$13.7M Buy
127,999
+4,953
+4% +$507K ﹤0.01% 1871
2026
Q1 		$12.4M Buy
123,046
+4,137
+3% +$399K ﹤0.01% 1836
2025
Q4 		$10.5M Sell
118,909
-6,402
-5% -$573K ﹤0.01% 1919
2025
Q3 		$11.2M Sell
125,311
-16,315
-12% -$1.47M ﹤0.01% 1825
2025
Q2 		$12.7M Buy
141,626
+1,062
+0.8% +$97.1K ﹤0.01% 1701
2025
Q1 		$13.4M Buy
140,564
+82,851
+144% +$7.4M 0.01% 1591
2024
Q4 		$4.89M Buy
+57,713
New +$5.12M ﹤0.01% 2347

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 $3.38T AUM 44.17% 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

Raymond James Financial's PNW Position: Q2 2026 in Review

Raymond James Financial increased its Pinnacle West Capital (PNW) stake by 4% in Q2 2026, buying an estimated $507K and bringing the position to 127,999 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Raymond James Financial first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Raymond James Financial held 127,999 shares of Pinnacle West Capital worth $13.7M as of Q2 2026.
  • Raymond James Financial bought 4,953 Pinnacle West Capital shares in Q2 2026, an estimated $507K.
  • Pinnacle West Capital made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1871 holding.
  • Raymond James Financial first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.