AAM
PR

Advisors Asset Management’s Permian Resources PR Stock Holding History

Advisors Asset Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.26M Sell
246,574
-40,094
-14% -$692K 0.09% 314
2025
Q4 		$4.02M Sell
286,668
-34,819
-11% -$468K 0.07% 378
2025
Q3 		$4.12M Sell
321,487
-4,469
-1% -$61.3K 0.07% 376
2025
Q2 		$4.44M Buy
325,956
+18,081
+6% +$233K 0.08% 341
2025
Q1 		$4.26M Buy
307,875
+103,374
+51% +$1.48M 0.08% 331
2024
Q4 		$2.94M Buy
204,501
+82,038
+67% +$1.19M 0.05% 465
2024
Q3 		$1.67M Buy
122,463
+33,992
+38% +$499K 0.03% 611
2024
Q2 		$1.43M Buy
88,471
+48,895
+124% +$810K 0.03% 630
2024
Q1 		$699K Buy
39,576
+19,909
+101% +$292K 0.01% 820
2023
Q4 		$267K Buy
+19,667
New +$269K 0.01% 1063

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisors Asset Management's PR Position: Q1 2026 in Review

Advisors Asset Management reduced its Permian Resources (PR) stake by 14% in Q1 2026, selling an estimated $692K and leaving 246,574 shares worth $5.26M. The position accounts for 0.09% of the portfolio, ranked #314.

Advisors Asset Management first reported a position in PR in Q4 2023 and has held it in 10 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Advisors Asset Management held 246,574 shares of Permian Resources worth $5.26M as of Q1 2026.
  • Advisors Asset Management sold 40,094 Permian Resources shares in Q1 2026, an estimated $692K.
  • Permian Resources made up 0.09% of Advisors Asset Management's portfolio in Q1 2026, its #314 holding.
  • Advisors Asset Management first reported a position in Permian Resources in Q4 2023 and has held it in 10 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.