Back to PNW

TD PRIVATE CLIENT WEALTH LLC → PNW

TD PRIVATE CLIENT WEALTH LLC PNW Position History

Pinnacle West Capital Corporation • Utilities

Quarters held
4
Latest value
$2.6M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.4M
Q1 2026$2.9M
Q2 2026$3M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M28.2K——
Q2 2026$3M28.4K——
Q1 2026$2.9M29.1K——
Q4 2025$2.4M27.5K——

Other funds holding PNW

Other TD PRIVATE CLIENT WEALTH LLC positions

STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$522.1M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$484.1M
STT-PG

SPDR SERIES TRUST

$399.4M
STT-PG

SPDR SER TR STATE STR SPDR PORT S&P 500 ETF

$394.5M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$383.9M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$357.9M
ETHA

ISHARES TR

$307.3M
ETHA

ISHARES TR CORE MSCI EAFE ETF

$280.2M