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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return