AG
PRT

AmeriFlex Group’s PermRock Royalty Trust Unit PRT Stock Holding History

AmeriFlex Group’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Hold
5,000
– – 0.01% 643
2025
Q4 		$13.9K Sell
5,000
-5,000
-50% -$19.1K 0.01% 662
2025
Q3 		$39.8K Buy
+10,000
New +$39.8K 0.01% 497
2025
Q2 		– Sell
-13,100
Closed -$56.3K – 1231
2025
Q1 		$56.3K Sell
13,100
-2,500
-16% -$10.4K 0.02% 439
2024
Q4 		$65.5K Buy
+15,600
New +$60.1K 0.03% 384

Other funds holding PRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return