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Root Financial Partners’s Pinnacle West Capital PNW Stock Holding History

Root Financial Partners’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
Q1 		$89.1K Buy
885
+555
+168% +$53.5K ﹤0.01% 616
2025
Q4 		$29.3K Buy
330
+63
+24% +$5.64K ﹤0.01% 957
2025
Q3 		$23.9K Buy
+267
New +$24K ﹤0.01% 1029

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's PNW Position: Q1 2026 in Review

Root Financial Partners increased its Pinnacle West Capital (PNW) stake by 168% in Q1 2026, buying an estimated $53.5K and bringing the position to 885 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Root Financial Partners first reported a position in PNW in Q3 2025 and has held it in 3 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Root Financial Partners held 885 shares of Pinnacle West Capital worth $89.1K as of Q1 2026.
  • Root Financial Partners bought 555 Pinnacle West Capital shares in Q1 2026, an estimated $53.5K.
  • Pinnacle West Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #616 holding.
  • Root Financial Partners first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 3 quarters since.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.