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OXFORD FINANCIAL GROUP, LTD. LLC

Position in PNR — PENTAIR plc

CIK 1245862 INDIANAPOLIS, IN

Position in PNR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$317,295
-$43,253 QoQ
Shares Held
4,139
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#443
of 711 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PNR Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $7,948,886 across 5 Specialty Industrial Machinery names. PNR ranks #5 (4.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 PNR
PENTAIR plc
This page
4,139 $317,295

All Filings in PNR

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $317,295 4,139
2026-03-31 $360,548 4,139
2025-12-31 $431,035 4,139
2025-09-30 $467,628 4,222
2025-06-30 $424,909 4,139
2025-03-31 $362,079 4,139
2024-12-31 $416,548 4,139
2024-09-30 $403,579 4,127
2024-06-30 $316,417 4,127
2024-03-31 $353,892 4,142