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Red Mountain Financial’s Pinnacle West Capital PNW Stock Holding History

Red Mountain 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 		– Sell
-2,215
Closed -$223K – 85
2026
Q1 		$223K Buy
+2,215
New +$214K 0.21% 72
2025
Q4 		– Sell
-2,250
Closed -$202K – 81
2025
Q3 		$202K Hold
2,250
– – 0.2% 76
2025
Q2 		$201K Hold
2,250
– – 0.22% 71
2025
Q1 		$214K Buy
+2,250
New +$201K 0.26% 62

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

Red Mountain Financial's PNW Position: Q2 2026 in Review

Red Mountain Financial sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 2,215 shares — an estimated $223K sold.

Red Mountain Financial first reported a position in PNW in Q1 2025 and held it in 4 quarters. The position peaked at $223K in Q1 2026. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Red Mountain Financial reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Red Mountain Financial sold 2,215 Pinnacle West Capital shares in Q2 2026, an estimated $223K.
  • Red Mountain Financial first reported a position in Pinnacle West Capital in Q1 2025 and held it in 4 quarters.
  • Red Mountain Financial's Pinnacle West Capital position peaked at $223K in Q1 2026.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.