Root Financial Partners
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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
Q3 		$83.4K Buy
+897
New +$90K ﹤0.01% 832
2026
Q2 		– Sell
-885
Closed -$89.1K – 2439
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

Geode Capital Management
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Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cincinnati Financial Corp
Cincinnati Financial Corp Fairfield, Ohio $5.32B AUM 18.6% 1-Year Est. Return

Root Financial Partners's PNW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pinnacle West Capital (PNW) in Q3 2026: 897 shares worth $83.4K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PNW as recently as Q1 2026.

Root Financial Partners first reported a position in PNW in Q3 2025 and has held it in 4 quarters since. The position peaked at $89.1K in Q1 2026. 417 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Root Financial Partners held 897 shares of Pinnacle West Capital worth $83.4K as of Q3 2026.
  • Pinnacle West Capital was a new Root Financial Partners position in Q3 2026.
  • Pinnacle West Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #832 holding.
  • Root Financial Partners first reported a position in Pinnacle West Capital in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Pinnacle West Capital position peaked at $89.1K in Q1 2026.
  • 417 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.