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Tidemark’s Pinnacle West Capital PNW Stock Holding History

Tidemark’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 		$141K Hold
1,317
– – 0.03% 189
2026
Q1 		$133K Hold
1,317
– – 0.03% 170
2025
Q4 		$117K Hold
1,317
– – 0.03% 168
2025
Q3 		$118K Hold
1,317
– – 0.03% 175
2025
Q2 		$118K Buy
1,317
+408
+45% +$37.3K 0.04% 167
2025
Q1 		$86.6K Hold
909
– – 0.03% 183
2024
Q4 		$77.1K Hold
909
– – 0.03% 189
2024
Q3 		$80.5K Hold
909
– – 0.03% 176
2024
Q2 		$69.4K Hold
909
– – 0.03% 177
2024
Q1 		$67.9K Hold
909
– – 0.04% 204
2023
Q4 		$65.3K Buy
+909
New +$66.8K 0.04% 197

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

Tidemark's PNW Position: Q2 2026 in Review

Tidemark held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 1,317 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #189.

Tidemark first reported a position in PNW in Q4 2023 and has held it in 11 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Tidemark held 1,317 shares of Pinnacle West Capital worth $141K as of Q2 2026.
  • Tidemark left its Pinnacle West Capital share count unchanged in Q2 2026.
  • Pinnacle West Capital made up 0.03% of Tidemark's portfolio in Q2 2026, its #189 holding.
  • Tidemark first reported a position in Pinnacle West Capital in Q4 2023 and has held it in 11 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.