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Marshall Financial Group, LLC

Position in PNR — PENTAIR plc

CIK 1841496 Hunt Valley, MD

Position in PNR

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$713,474
+$508,110 QoQ
Shares Held
9,307
+372.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#324
of 715 holders
Holding Since
Jun 2025
4 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

Marshall Financial Group, LLC holds $9,672,866 across 11 Specialty Industrial Machinery names. PNR ranks #8 (7.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3
6,159 $1,286,861
8 PNR
PENTAIR plc
This page
9,307 $713,474

All Filings in PNR

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $713,474 9,307
2025-12-31 $205,364 1,972
2025-09-30 $1,160,654 10,479
2025-06-30 $1,033,683 10,069