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Roxbury Financial’s Pinnacle West Capital PNW Stock Holding History

Roxbury 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 		$6.17K Hold
58
– – ﹤0.01% 338
2026
Q1 		$5.81K Hold
58
– – 0.01% 320
2025
Q4 		$5.11K Hold
58
– – ﹤0.01% 320
2025
Q3 		$5.17K Hold
58
– – ﹤0.01% 312
2025
Q2 		$5.16K Buy
58
+22
+61% +$2.01K 0.01% 309
2025
Q1 		$3.3K Buy
36
+1
+3% +$89 ﹤0.01% 305
2024
Q4 		$3.31K Buy
+35
New +$3.11K ﹤0.01% 343

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

Roxbury Financial's PNW Position: Q2 2026 in Review

Roxbury Financial held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 58 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Roxbury Financial first reported a position in PNW in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Roxbury Financial held 58 shares of Pinnacle West Capital worth $6.17K as of Q2 2026.
  • Roxbury Financial left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #338 holding.
  • Roxbury Financial first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 7 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.