BSC
PNW icon

BOLTON SECURITIES CORPORATION’s Pinnacle West Capital PNW Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$203K Sell
2,186
-34
-2% -$3.41K 0.01% 884
2026
Q2 		$238K Hold
2,220
– – 0.01% 849
2026
Q1 		$224K Buy
+2,220
New +$214K 0.01% 778
2025
Q3 		$202K Buy
+2,253
New +$203K 0.01% 741
2025
Q1 		$221K Buy
+2,323
New +$207K 0.01% 667

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PNW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Pinnacle West Capital (PNW) stake by 1.5% in Q3 2026, selling an estimated $3.41K and leaving 2,186 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #884.

BOLTON SECURITIES CORPORATION first reported a position in PNW in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2026. 472 funds tracked by Wall St. Rank hold PNW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,186 shares of Pinnacle West Capital worth $203K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 34 Pinnacle West Capital shares in Q3 2026, an estimated $3.41K.
  • Pinnacle West Capital made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #884 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Pinnacle West Capital in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Pinnacle West Capital position peaked at $238K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.