ACA
PR

Aptus Capital Advisors’s Permian Resources PR Stock Holding History

Aptus Capital Advisors’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 		$6.76M Buy
317,019
+22,467
+8% +$388K 0.06% 288
2025
Q4 		$4.13M Buy
294,552
+29,838
+11% +$401K 0.04% 347
2025
Q3 		$3.39M Buy
264,714
+28,032
+12% +$384K 0.03% 366
2025
Q2 		$3.22M Buy
236,682
+51,176
+28% +$658K 0.03% 353
2025
Q1 		$2.57M Buy
185,506
+107,219
+137% +$1.54M 0.03% 362
2024
Q4 		$1.13M Buy
78,287
+59,653
+320% +$865K 0.01% 481
2024
Q3 		$254K Buy
18,634
+173
+0.9% +$2.54K ﹤0.01% 704
2024
Q2 		$298K Sell
18,461
-1,288
-7% -$21.3K 0.01% 625
2024
Q1 		$349K Buy
19,749
+999
+5% +$14.7K 0.01% 591
2023
Q4 		$255K Sell
18,750
-1,565
-8% -$21.4K 0.01% 493
2023
Q3 		$284K Buy
20,315
+2,249
+12% +$28.3K 0.01% 485
2023
Q2 		$198K Hold
18,066
– – 0.01% 485
2023
Q1 		$190K Buy
+18,066
New +$184K 0.01% 474

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