Sound Financial Strategies Group, LLC

Position in PNR — PENTAIR plc

CIK 1800620 MADISON, MS

Position in PNR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$230,746

-$20,740 QoQ

Shares Held

3,010

+4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#485

of 715 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Sound Financial Strategies Group, LLC holds $1,755,122 across 6 Specialty Industrial Machinery names. PNR ranks #6 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	2,692	$385,359
2	NDSN	Nordson Corp	1,033	$311,645
3	DOV	DOVER Corp	1,340	$300,535
4	ITW	Illinois Tool Works Inc	1,024	$276,961
5	AOS	Smith A O Corp	3,984	$249,876
6	PNR	PENTAIR plc This page	3,010	$230,746

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,746	3,010	+4.3%	Shares	Sole	2026-08-10
2026-03-31	$251,486	2,887	-53.2%	Shares	Sole	2026-05-08
2025-12-31	$641,918	6,164	-9.6%	Shares	Sole	2026-02-03
2025-09-30	$755,493	6,821	-18.4%	Shares	Sole	2025-10-23
2025-06-30	$857,929	8,357	+3.2%	Shares	Sole	2025-08-06
2025-03-31	$708,238	8,096	-16.7%	Shares	Sole	2025-05-09
2024-12-31	$978,422	9,722	+7.3%	Shares	Sole	2025-02-06
2024-09-30	$886,075	9,061	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$686,349	8,952	-4.3%	Shares	Sole	2024-08-12
2024-03-31	$799,547	9,358	-3.2%	Shares	Sole	2024-05-13
2023-12-31	$703,178	9,671	-38.1%	Shares	Sole	2024-02-02
2023-09-30	$1,011,330	15,619	-7.7%	Shares	Sole	2023-11-06
2023-06-30	$1,093,613	16,929	-11.0%	Shares	Sole	2023-08-07
2023-03-31	$1,051,014	19,016	+117.4%	Shares	Sole	2023-05-02
2021-12-31	$638,939	8,749	-2.7%	Shares	Sole	2022-02-03
2021-09-30	$652,798	8,988	-2.2%	Shares	Sole	2021-11-03
2021-06-30	$620,435	9,193	-16.5%	Shares	Sole	2021-07-30
2021-03-31	$685,769	11,004	-10.1%	Shares	Sole	2021-05-07
2020-12-31	$649,980	12,243	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.