Sigma Planning Corp
PNR icon

Sigma Planning Corp’s Pentair PNR Stock Holding History

Sigma Planning Corp’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 		$641K Buy
12,088
+2,975
+33% +$189K 0.02% 752
2026
Q2 		$699K Buy
9,113
+1,251
+16% +$99K 0.02% 760
2026
Q1 		$685K Buy
7,862
+524
+7% +$51.3K 0.02% 721
2025
Q4 		$768K Buy
7,338
+460
+7% +$49.1K 0.02% 625
2025
Q3 		$762K Sell
6,878
-740
-10% -$79K 0.02% 629
2025
Q2 		$782K Sell
7,618
-156
-2% -$14.6K 0.02% 590
2025
Q1 		$680K Buy
7,774
+722
+10% +$68.8K 0.02% 619
2024
Q4 		$710K Sell
7,052
-154
-2% -$15.8K 0.02% 600
2024
Q3 		$705K Sell
7,206
-514
-7% -$44K 0.02% 620
2024
Q2 		$592K Sell
7,720
-32
-0.4% -$2.58K 0.02% 659
2024
Q1 		$662K Buy
7,752
+4,866
+169% +$369K 0.02% 657
2023
Q4 		$210K Sell
2,886
-5,539
-66% -$357K 0.02% 768
2023
Q3 		$546K Sell
8,425
-1,205
-13% -$81.1K 0.02% 673
2023
Q2 		$622K Sell
9,630
-1,681
-15% -$96.8K 0.02% 641
2023
Q1 		$625K Buy
11,311
+1,229
+12% +$65.3K 0.02% 711
2022
Q4 		$453K Sell
10,082
-2,152
-18% -$93.6K 0.02% 795
2022
Q3 		$497K Buy
12,234
+280
+2% +$13K 0.02% 732
2022
Q2 		$547K Buy
11,954
+838
+8% +$41.9K 0.02% 711
2022
Q1 		$603K Buy
+11,116
New +$672K 0.02% 769
2021
Q4 		– Sell
-8,495
Closed -$617K – 1444
2021
Q3 		$617K Buy
+8,495
New +$634K 0.02% 725

Other funds holding PNR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Sigma Planning Corp's PNR Position: Q3 2026 in Review

Sigma Planning Corp increased its Pentair (PNR) stake by 33% in Q3 2026, buying an estimated $189K and bringing the position to 12,088 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #752.

Sigma Planning Corp first reported a position in PNR in Q3 2021 and has held it in 20 quarters since. The position peaked at $782K in Q2 2025. 295 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

  • Sigma Planning Corp held 12,088 shares of Pentair worth $641K as of Q3 2026.
  • Sigma Planning Corp bought 2,975 Pentair shares in Q3 2026, an estimated $189K.
  • Pentair made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #752 holding.
  • Sigma Planning Corp first reported a position in Pentair in Q3 2021 and has held it in 20 quarters since.
  • Sigma Planning Corp's Pentair position peaked at $782K in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.