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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
Q3 		$5.37K Hold
58
– – ﹤0.01% 363
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

KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Roxbury Financial's PNW Position: Q3 2026 in Review

Roxbury Financial held its Pinnacle West Capital (PNW) position steady in Q3 2026 at 58 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Roxbury Financial first reported a position in PNW in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.17K in Q2 2026. 26 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • Roxbury Financial held 58 shares of Pinnacle West Capital worth $5.37K as of Q3 2026.
  • Roxbury Financial left its Pinnacle West Capital share count unchanged in Q3 2026.
  • Pinnacle West Capital made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #363 holding.
  • Roxbury Financial first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Pinnacle West Capital position peaked at $6.17K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.