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
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 – – 3006
2022
Q2 		$0 Buy
+15
New +$120 ﹤0.01% 2712

Other funds holding PR

BlackRock
BlackRock New York $5.7T 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