BFP
PNR icon

Birchwood Financial Partners’s Pentair PNR Stock Holding History

Birchwood Financial Partners’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.44K Hold
84
– – 0.01% 301
2026
Q1 		$7.32K Hold
84
– – 0.01% 298
2025
Q4 		$8.75K Buy
+84
New +$8.97K 0.01% 286

Other funds holding PNR

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Birchwood Financial Partners's PNR Position: Q2 2026 in Review

Birchwood Financial Partners held its Pentair (PNR) position steady in Q2 2026 at 84 shares worth $6.44K. The position accounts for 0.01% of the portfolio, ranked #301.

Birchwood Financial Partners first reported a position in PNR in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.75K in Q4 2025. 719 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • Birchwood Financial Partners held 84 shares of Pentair worth $6.44K as of Q2 2026.
  • Birchwood Financial Partners left its Pentair share count unchanged in Q2 2026.
  • Pentair made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #301 holding.
  • Birchwood Financial Partners first reported a position in Pentair in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Pentair position peaked at $8.75K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.