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Systematic Financial Management’s Pinnacle West Capital PNW Stock Holding History

Systematic Financial Management’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 		$7.07M Buy
66,090
+15,010
+29% +$1.54M 0.14% 159
2026
Q1 		$5.15M Sell
51,080
-1,300
-2% -$125K 0.12% 156
2025
Q4 		$4.65M Buy
52,380
+7,340
+16% +$657K 0.11% 162
2025
Q3 		$4.04M Buy
45,040
+295
+0.7% +$26.6K 0.1% 163
2025
Q2 		$4M Sell
44,745
-130
-0.3% -$11.9K 0.11% 160
2025
Q1 		$4.27M Hold
44,875
– – 0.12% 155
2024
Q4 		$3.8M Sell
44,875
-340
-0.8% -$30.2K 0.1% 162
2024
Q3 		$4.01M Sell
45,215
-1,255
-3% -$107K 0.1% 156
2024
Q2 		$3.55M Buy
46,470
+9,390
+25% +$709K 0.11% 158
2024
Q1 		$2.77M Buy
37,080
+13,815
+59% +$973K 0.08% 171
2023
Q4 		$1.67M Buy
23,265
+900
+4% +$66.1K 0.05% 182
2023
Q3 		$1.65M Sell
22,365
-1,955
-8% -$155K 0.05% 173
2023
Q2 		$1.98M Sell
24,320
-75
-0.3% -$5.98K 0.06% 163
2023
Q1 		$1.93M Sell
24,395
-25
-0.1% -$1.89K 0.06% 158
2022
Q4 		$1.86M Buy
24,420
+11,600
+90% +$829K 0.06% 164
2022
Q3 		$827K Sell
12,820
-1,400
-10% -$103K 0.03% 181
2022
Q2 		$1.04M Buy
14,220
+2,600
+22% +$194K 0.04% 180
2022
Q1 		$908K Buy
11,620
+6,000
+107% +$429K 0.03% 185
2021
Q4 		$397K Buy
5,620
+850
+18% +$57.1K 0.01% 209
2021
Q3 		$345K Sell
4,770
-25
-0.5% -$1.98K 0.01% 211
2021
Q2 		$393K Hold
4,795
– – 0.01% 207
2021
Q1 		$390K Buy
4,795
+35
+0.7% +$2.71K 0.01% 202
2020
Q4 		$381K Buy
4,760
+2,205
+86% +$182K 0.02% 197
2020
Q3 		$190K Buy
+2,555
New +$196K 0.01% 211

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

Systematic Financial Management's PNW Position: Q2 2026 in Review

Systematic Financial Management increased its Pinnacle West Capital (PNW) stake by 29% in Q2 2026, buying an estimated $1.54M and bringing the position to 66,090 shares worth $7.07M. The position accounts for 0.14% of the portfolio, ranked #159.

Systematic Financial Management first reported a position in PNW in Q3 2020 and has held it in 24 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Systematic Financial Management held 66,090 shares of Pinnacle West Capital worth $7.07M as of Q2 2026.
  • Systematic Financial Management bought 15,010 Pinnacle West Capital shares in Q2 2026, an estimated $1.54M.
  • Pinnacle West Capital made up 0.14% of Systematic Financial Management's portfolio in Q2 2026, its #159 holding.
  • Systematic Financial Management first reported a position in Pinnacle West Capital in Q3 2020 and has held it in 24 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.