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BFC Planning, Inc.’s Pentair PNR Stock Holding History

BFC Planning, Inc.’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 		$90.8K Sell
1,184
-503
-30% -$39.8K ﹤0.01% 1277
2026
Q1 		$147K Sell
1,687
-133
-7% -$13K 0.01% 977
2025
Q4 		$189K Sell
1,820
-189
-9% -$20.2K 0.01% 886
2025
Q3 		$223K Sell
2,009
-59
-3% -$6.3K 0.02% 635
2025
Q2 		$212K Sell
2,068
-199
-9% -$18.6K 0.02% 619
2025
Q1 		$198K Sell
2,267
-474
-17% -$45.2K 0.02% 612
2024
Q4 		$276K Buy
+2,741
New +$281K 0.02% 499

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 $3.38T AUM 44.17% 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 $416B AUM 44.26% 1-Year Est. Return

BFC Planning, Inc.'s PNR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Pentair (PNR) stake by 30% in Q2 2026, selling an estimated $39.8K and leaving 1,184 shares worth $90.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

BFC Planning, Inc. first reported a position in PNR in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q4 2024. 731 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • BFC Planning, Inc. held 1,184 shares of Pentair worth $90.8K as of Q2 2026.
  • BFC Planning, Inc. sold 503 Pentair shares in Q2 2026, an estimated $39.8K.
  • Pentair made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1277 holding.
  • BFC Planning, Inc. first reported a position in Pentair in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Pentair position peaked at $276K in Q4 2024.
  • 731 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.