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SVB Wealth’s Pentair PNR Stock Holding History

SVB Wealth’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
-2,447
Closed -$213K – 394
2026
Q1 		$213K Buy
+2,447
New +$240K 0.01% 369
2025
Q2 		– Sell
-1,014
Closed -$88.7K – 1313
2025
Q1 		$88.7K Buy
+1,014
New +$96.6K ﹤0.01% 429
2017
Q2 		– Sell
-6,374
Closed -$268K – 496
2017
Q1 		$268K Buy
6,374
+409
+7% +$16.3K 0.01% 423
2016
Q4 		$224K Buy
+5,965
New +$233K 0.01% 449

Other funds holding PNR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

SVB Wealth's PNR Position: Q2 2026 in Review

SVB Wealth sold out of Pentair (PNR) in Q2 2026, closing a stake of 2,447 shares — an estimated $213K sold.

SVB Wealth first reported a position in PNR in Q4 2016 and held it in 4 quarters. The position peaked at $268K in Q1 2017. 720 funds tracked by Wall St. Rank hold PNR as of Q2 2026.

  • SVB Wealth reported no remaining Pentair position as of Q2 2026 after selling out during the quarter.
  • SVB Wealth sold 2,447 Pentair shares in Q2 2026, an estimated $213K.
  • SVB Wealth first reported a position in Pentair in Q4 2016 and held it in 4 quarters.
  • SVB Wealth's Pentair position peaked at $268K in Q1 2017.
  • 720 funds tracked by Wall St. Rank held Pentair as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.