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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
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

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State Street
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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

Root Financial Partners's PNW Position: Q2 2026 in Review

Root Financial Partners sold out of Pinnacle West Capital (PNW) in Q2 2026, closing a stake of 885 shares — an estimated $89.1K sold.

Root Financial Partners first reported a position in PNW in Q3 2025 and held it in 3 quarters. The position peaked at $89.1K in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Root Financial Partners reported no remaining Pinnacle West Capital position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 885 Pinnacle West Capital shares in Q2 2026, an estimated $89.1K.
  • Root Financial Partners first reported a position in Pinnacle West Capital in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Pinnacle West Capital position peaked at $89.1K in Q1 2026.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.