Farther Finance Advisors’s Pentair PNR Stock Holding History

Farther Finance Advisors’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 Q1	$180K	Sell	2,074 -378	-15%	-$37K	﹤0.01%	2086
2025 Q4	$255K	Buy	2,452 +558	+29%	+$59.6K	﹤0.01%	1756
2025 Q3	$210K	Buy	1,894 +893	+89%	+$95.3K	﹤0.01%	1584
2025 Q2	$103K	Buy	1,001 +335	+50%	+$31.3K	﹤0.01%	1748
2025 Q1	$58.6K	Sell	666 -528	-44%	-$50.3K	﹤0.01%	1818
2024 Q4	$120K	Buy	1,194 +118	+11%	+$12.1K	﹤0.01%	1227
2024 Q3	$105K	Sell	1,076 -7	-0.6%	-$599	﹤0.01%	1280
2024 Q2	$80.6K	Buy	1,083 +838	+342%	+$67.5K	﹤0.01%	1221
2024 Q1	$20.7K	Buy	245 +21	+9%	+$1.59K	﹤0.01%	1480
2023 Q4	$16.3K	Buy	224 +12	+6%	+$774	﹤0.01%	1397
2023 Q3	$13.8K	Buy	212 +35	+20%	+$2.36K	﹤0.01%	1194
2023 Q2	$11.4K	Buy	177 +26	+17%	+$1.5K	﹤0.01%	1155
2023 Q1	$8.35K	Sell	151 -59	-28%	-$3.13K	﹤0.01%	1172
2022 Q4	$9.45K	Buy	+210	New	+$9.13K	﹤0.01%	963

Other funds holding PNR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return