RWM
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Rialto Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Rialto Wealth Management’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 		$5.56K Buy
52
+17
+49% +$1.74K ﹤0.01% 704
2026
Q1 		$3.53K Hold
35
– – ﹤0.01% 671
2025
Q4 		$3.1K Buy
35
+32
+1,067% +$2.87K ﹤0.01% 602
2025
Q3 		$269 Hold
3
– – ﹤0.01% 1430
2025
Q2 		$269 Sell
3
-12
-80% -$1.1K ﹤0.01% 1300
2025
Q1 		$1.43K Buy
+15
New +$1.34K ﹤0.01% 607

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

Rialto Wealth Management's PNW Position: Q2 2026 in Review

Rialto Wealth Management increased its Pinnacle West Capital (PNW) stake by 49% in Q2 2026, buying an estimated $1.74K and bringing the position to 52 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Rialto Wealth Management first reported a position in PNW in Q1 2025 and has held it in 6 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Rialto Wealth Management held 52 shares of Pinnacle West Capital worth $5.56K as of Q2 2026.
  • Rialto Wealth Management bought 17 Pinnacle West Capital shares in Q2 2026, an estimated $1.74K.
  • Pinnacle West Capital made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #704 holding.
  • Rialto Wealth Management first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 6 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.