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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

PNW holding history

Pinnacle West Capital Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PNW overviewAll 13F holders of PNWFull Q2 2026 holdings

Shares (Q2 2026)
4,359
Value
$466.4K
% of portfolio
<0.1%
Quarters held
18
Since Q2 2021
Holdings of PNW by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,359$466.4K<0.1%−823−15.9%ReducedHolders
Q1 20265,182$522.1K<0.1%+883+20.5%AddedHolders
Q4 20254,299$381.4K<0.1%+223+5.5%AddedHolders
Q3 20254,076$365.5K<0.1%+4,076NewHolders
Q4 20240$00.0%−6,535−100.0%Sold outHolders
Q3 20246,535$578.9K<0.1%−20−0.3%ReducedHolders
Q2 20246,555$500.7K<0.1%−853−11.5%ReducedHolders
Q1 20247,408$553.6K<0.1%+22+0.3%AddedHolders
Q4 20237,386$530.6K<0.1%−343−4.4%ReducedHolders
Q3 20237,729$569.5K<0.1%+386+5.3%AddedHolders
Q2 20237,343$598.2K<0.1%−2,528−25.6%ReducedHolders
Q1 20239,871$782.2K<0.1%+2,368+31.6%AddedHolders
Q4 20227,503$570.5K<0.1%−3,459−31.6%ReducedHolders
Q3 202210,962$711.0K<0.1%−128−1.2%ReducedHolders
Q2 202211,090$811.0K<0.1%+1,823+19.7%AddedHolders
Q1 20229,267$724.0K<0.1%+4,744+104.9%AddedHolders
Q4 20214,523$319.0K<0.1%+1,516+50.4%AddedHolders
Q3 20213,007$218.0K<0.1%−2,054−40.6%ReducedHolders
Q2 20215,061$415.0K<0.1%+5,061NewHolders