Patriot Financial Group Insurance Agency’s Pentair PNR Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-2,334	Closed	-$203K	–	644
2026 Q1	$203K	Buy	+2,334	New	+$229K	0.01%	664
2022 Q3	–	Sell	-12	Closed	-$1K	–	1536
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	1929
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1963
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	2063
2021 Q3	$1K	Buy	12 +1	+9%	+$75	﹤0.01%	2081
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	2007
2021 Q1	$1K	Sell	11 -13	-54%	-$746	﹤0.01%	1910
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1789
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1584
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	1563
2020 Q1	$1K	Hold	24	–	–	﹤0.01%	1479
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1240
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	1219
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	1306
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	1154
2018 Q4	$1K	Hold	24	–	–	﹤0.01%	931
2018 Q3	$1K	Buy	24 +13	+118%	+$564	﹤0.01%	932
2018 Q2	$0	Sell	11 -5	-31%	-$225	﹤0.01%	839
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	926
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	913
2017 Q3	$1K	Buy	+16	New	+$687	﹤0.01%	888
2017 Q2	–	Sell	-16	Closed	-$1K	–	938
2017 Q1	$1K	Hold	16	–	–	﹤0.01%	799
2016 Q4	$1K	Buy	+16	New	+$624	﹤0.01%	743

Other funds holding PNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PNR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Pentair (PNR) in Q2 2026, closing a stake of 2,334 shares — an estimated $203K sold.

Patriot Financial Group Insurance Agency first reported a position in PNR in Q4 2016 and held it in 23 quarters. The position peaked at $203K in Q1 2026. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,334 Pentair shares in Q2 2026, an estimated $203K.
Patriot Financial Group Insurance Agency first reported a position in Pentair in Q4 2016 and held it in 23 quarters.
Patriot Financial Group Insurance Agency's Pentair position peaked at $203K in Q1 2026.
720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.