MFG
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Mendota Financial Group’s Pentair PNR Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-200
Closed -$20.1K – 300
2024
Q4 		$20.1K Sell
200
-1,257
-86% -$129K 0.01% 207
2024
Q3 		$142K Hold
1,457
– – 0.07% 88
2024
Q2 		$112K Sell
1,457
-120
-8% -$9.67K 0.06% 116
2024
Q1 		$135K Sell
1,577
-130
-8% -$9.85K 0.08% 97
2023
Q4 		$124K Hold
1,707
– – 0.1% 129
2023
Q3 		$111K Sell
1,707
-503
-23% -$33.9K 0.12% 86
2023
Q2 		$143K Buy
+2,210
New +$127K 0.16% 60
2023
Q1 		– Sell
-2,210
Closed -$99.4K – 340
2022
Q4 		$99.4K Buy
+2,210
New +$96.1K 0.13% 92

Other funds holding PNR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return