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UMB Bank’s Pinnacle West Capital PNW Stock Holding History

UMB Bank’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
Q1 		$54.9K Sell
545
-44
-7% -$4.24K ﹤0.01% 1224
2025
Q4 		$52.2K Sell
589
-955
-62% -$85.5K ﹤0.01% 1232
2025
Q3 		$138K Buy
1,544
+279
+22% +$25.1K ﹤0.01% 745
2025
Q2 		$113K Sell
1,265
-1
-0.1% -$91 ﹤0.01% 782
2025
Q1 		$121K Buy
1,266
+58
+5% +$5.18K ﹤0.01% 709
2024
Q4 		$102K Hold
1,208
– – ﹤0.01% 696
2024
Q3 		$107K Sell
1,208
-51
-4% -$4.36K ﹤0.01% 685
2024
Q2 		$96.2K Buy
1,259
+44
+4% +$3.32K ﹤0.01% 693
2024
Q1 		$90.8K Buy
1,215
+6
+0.5% +$422 ﹤0.01% 724
2023
Q4 		$86.9K Sell
1,209
-50
-4% -$3.67K ﹤0.01% 732
2023
Q3 		$92.8K Buy
1,259
+50
+4% +$3.97K ﹤0.01% 705
2023
Q2 		$98.5K Hold
1,209
– – ﹤0.01% 702
2023
Q1 		$95.8K Sell
1,209
-12
-1% -$905 ﹤0.01% 708
2022
Q4 		$93K Sell
1,221
-89
-7% -$6.36K ﹤0.01% 721
2022
Q3 		$84K Sell
1,310
-76
-5% -$5.6K ﹤0.01% 754
2022
Q2 		$102K Hold
1,386
– – ﹤0.01% 753
2022
Q1 		$108K Sell
1,386
-52
-4% -$3.72K ﹤0.01% 768
2021
Q4 		$101K Buy
+1,438
New +$96.6K ﹤0.01% 804

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's PNW Position: Q1 2026 in Review

UMB Bank reduced its Pinnacle West Capital (PNW) stake by 7.5% in Q1 2026, selling an estimated $4.24K and leaving 545 shares worth $54.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

UMB Bank first reported a position in PNW in Q4 2021 and has held it in 18 quarters since. The position peaked at $138K in Q3 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • UMB Bank held 545 shares of Pinnacle West Capital worth $54.9K as of Q1 2026.
  • UMB Bank sold 44 Pinnacle West Capital shares in Q1 2026, an estimated $4.24K.
  • Pinnacle West Capital made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1224 holding.
  • UMB Bank first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Pinnacle West Capital position peaked at $138K in Q3 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.