SFS
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Sowell Financial Services’s Pentair PNR Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-2,394
Closed -$249K – 1176
2025
Q4 		$249K Buy
2,394
+305
+15% +$32.6K 0.01% 909
2025
Q3 		$231K Buy
2,089
+85
+4% +$9.07K 0.01% 933
2025
Q2 		$206K Buy
+2,004
New +$187K 0.01% 961
2021
Q2 		– Sell
-290
Closed -$20K – 2130
2021
Q1 		$20K Sell
290
-11
-4% -$631 ﹤0.01% 2065
2020
Q4 		$16K Buy
301
+1
+0.3% +$51 ﹤0.01% 1838
2020
Q3 		$14K Sell
300
-37
-11% -$1.61K ﹤0.01% 1700
2020
Q2 		$13K Sell
337
-65
-16% -$2.29K ﹤0.01% 1603
2020
Q1 		$12K Sell
402
-52
-11% -$2.09K ﹤0.01% 1562
2019
Q4 		$21K Sell
454
-38
-8% -$1.6K ﹤0.01% 1428
2019
Q3 		$19K Buy
+492
New +$18.3K ﹤0.01% 1300

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VCM
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VPM
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return