AF
PR

Allworth Financial’s Permian Resources PR Stock Holding History

Allworth Financial’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
Q2 		$338K Buy
18,368
+4,536
+33% +$91.1K ﹤0.01% 1194
2026
Q1 		$295K Buy
13,832
+8,183
+145% +$141K ﹤0.01% 1191
2025
Q4 		$79.3K Sell
5,649
-796
-12% -$10.7K ﹤0.01% 1899
2025
Q3 		$82.5K Buy
6,445
+1,015
+19% +$13.9K ﹤0.01% 1784
2025
Q2 		$74K Buy
5,430
+3,361
+162% +$43.2K ﹤0.01% 1702
2025
Q1 		$25.2K Buy
2,069
+1,635
+377% +$23.4K ﹤0.01% 1939
2024
Q4 		$6.79K Buy
434
+106
+32% +$1.54K ﹤0.01% 2615
2024
Q3 		$4.46K Buy
328
+124
+61% +$1.82K ﹤0.01% 2620
2024
Q2 		$3.28K Buy
204
+19
+10% +$315 ﹤0.01% 2703
2024
Q1 		$3.27K Sell
185
-918
-83% -$13.5K ﹤0.01% 2596
2023
Q4 		$15K Buy
+1,103
New +$15.1K ﹤0.01% 1805
2022
Q3 		– Sell
-15
Closed – – 3005
2022
Q2 		$0 Buy
+15
New +$120 ﹤0.01% 2711

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Allworth Financial's PR Position: Q2 2026 in Review

Allworth Financial increased its Permian Resources (PR) stake by 33% in Q2 2026, buying an estimated $91.1K and bringing the position to 18,368 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Allworth Financial first reported a position in PR in Q2 2022 and has held it in 12 quarters since. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Allworth Financial held 18,368 shares of Permian Resources worth $338K as of Q2 2026.
  • Allworth Financial bought 4,536 Permian Resources shares in Q2 2026, an estimated $91.1K.
  • Permian Resources made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1194 holding.
  • Allworth Financial first reported a position in Permian Resources in Q2 2022 and has held it in 12 quarters since.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.