Root Financial Partners
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Root Financial Partners’s Pentair PNR Stock Holding History

Root Financial Partners’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 		$8.53K Buy
+161
New +$10.2K ﹤0.01% 1988
2026
Q2 		– Sell
-449
Closed -$39.1K – 2437
2026
Q1 		$39.1K Sell
449
-56
-11% -$5.49K ﹤0.01% 986
2025
Q4 		$52.6K Buy
505
+133
+36% +$14.2K ﹤0.01% 691
2025
Q3 		$41.2K Buy
+372
New +$39.7K ﹤0.01% 742

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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's PNR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pentair (PNR) in Q3 2026: 161 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #1988 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PNR as recently as Q1 2026.

Root Financial Partners first reported a position in PNR in Q3 2025 and has held it in 4 quarters since. The position peaked at $52.6K in Q4 2025. 203 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Root Financial Partners held 161 shares of Pentair worth $8.53K as of Q3 2026.
  • Pentair was a new Root Financial Partners position in Q3 2026.
  • Pentair made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1988 holding.
  • Root Financial Partners first reported a position in Pentair in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Pentair position peaked at $52.6K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.