BWM
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Buska Wealth Management’s Pentair PNR Stock Holding History

Buska Wealth Management’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
Q3 		– Sell
-3,706
Closed -$284K – 82
2026
Q2 		$284K Hold
3,706
– – 0.1% 66
2026
Q1 		$323K Sell
3,706
-13
-0.3% -$1.27K 0.13% 56
2025
Q4 		$387K Sell
3,719
-3
-0.1% -$320 0.14% 46
2025
Q3 		$412K Buy
+3,722
New +$397K 0.12% 43

Other funds holding PNR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Buska Wealth Management's PNR Position: Q3 2026 in Review

Buska Wealth Management sold out of Pentair (PNR) in Q3 2026, closing a stake of 3,706 shares — an estimated $284K sold.

Buska Wealth Management first reported a position in PNR in Q3 2025 and held it in 4 quarters. The position peaked at $412K in Q3 2025. 26 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Buska Wealth Management reported no remaining Pentair position as of Q3 2026 after selling out during the quarter.
  • Buska Wealth Management sold 3,706 Pentair shares in Q3 2026, an estimated $284K.
  • Buska Wealth Management first reported a position in Pentair in Q3 2025 and held it in 4 quarters.
  • Buska Wealth Management's Pentair position peaked at $412K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.