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Sequoia Financial Advisors’s Pinnacle West Capital PNW Stock Holding History

Sequoia Financial Advisors’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 		$1.59M Buy
14,841
+4,620
+45% +$472K 0.01% 732
2026
Q1 		$1.03M Sell
10,221
-3,196
-24% -$308K 0.01% 885
2025
Q4 		$1.19M Buy
13,417
+7,009
+109% +$628K 0.01% 806
2025
Q3 		$575K Sell
6,408
-5,882
-48% -$529K ﹤0.01% 1065
2025
Q2 		$1.1M Buy
12,290
+9,001
+274% +$823K 0.01% 652
2025
Q1 		$313K Buy
3,289
+29
+0.9% +$2.59K ﹤0.01% 1040
2024
Q4 		$276K Buy
3,260
+412
+14% +$36.6K ﹤0.01% 1057
2024
Q3 		$252K Sell
2,848
-69
-2% -$5.89K ﹤0.01% 1053
2024
Q2 		$223K Sell
2,917
-54
-2% -$4.08K ﹤0.01% 1046
2024
Q1 		$222K Buy
+2,971
New +$209K ﹤0.01% 1004
2023
Q1 		– Sell
-2,698
Closed -$205K – 864
2022
Q4 		$205K Buy
+2,698
New +$193K 0.01% 727
2022
Q2 		– Sell
-3,255
Closed -$254K – 662
2022
Q1 		$254K Sell
3,255
-42
-1% -$3.01K 0.01% 550
2021
Q4 		$233K Buy
+3,297
New +$221K 0.01% 515
2021
Q3 		– Sell
-26,315
Closed -$2.16M – 397
2021
Q2 		$2.16M Buy
26,315
+6,940
+36% +$587K 0.08% 145
2021
Q1 		$1.58M Buy
+19,375
New +$1.5M 0.07% 150

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

Sequoia Financial Advisors's PNW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Pinnacle West Capital (PNW) stake by 45% in Q2 2026, buying an estimated $472K and bringing the position to 14,841 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #732.

Sequoia Financial Advisors first reported a position in PNW in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.16M in Q2 2021. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Sequoia Financial Advisors held 14,841 shares of Pinnacle West Capital worth $1.59M as of Q2 2026.
  • Sequoia Financial Advisors bought 4,620 Pinnacle West Capital shares in Q2 2026, an estimated $472K.
  • Pinnacle West Capital made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #732 holding.
  • Sequoia Financial Advisors first reported a position in Pinnacle West Capital in Q1 2021 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Pinnacle West Capital position peaked at $2.16M in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.