Bank of Montreal
PR

Bank of Montreal’s Permian Resources PR Stock Holding History

Bank of Montreal’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
2025
Q4 		– Sell
-218,000
Closed -$2.79M – 3790
2025
Q3 		$2.79M Buy
+218,000
New +$2.99M ﹤0.01% 1522
2025
Q2 		– Sell
-1,100
Closed -$15.2K – 3678
2025
Q1 		$15.2K Buy
+1,100
New +$15.7K ﹤0.01% 3260
2024
Q2 		– Sell
-90,000
Closed -$1.59M – 4163
2024
Q1 		$1.59M Buy
90,000
+20,000
+29% +$293K ﹤0.01% 1755
2023
Q4 		$953K Sell
70,000
-14,900
-18% -$204K ﹤0.01% 2073
2023
Q3 		$1.21M Sell
84,900
-240,100
-74% -$3.02M ﹤0.01% 1952
2023
Q2 		$3.57M Buy
+325,000
New +$3.32M ﹤0.01% 1503
2022
Q2 		– Sell
-500,000
Closed -$4.22M – 4362
2022
Q1 		$4.22M Buy
+500,000
New +$3.95M ﹤0.01% 1564
2021
Q1 		– Sell
-31,100
Closed -$63K – 5294
2020
Q4 		$63K Buy
31,100
+1,100
+4% +$1.14K ﹤0.01% 3830
2020
Q3 		$19K Buy
+30,000
New +$23K ﹤0.01% 3860

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Bank of Montreal's PR Position: Q1 2026 in Review

Bank of Montreal increased its Permian Resources (PR) stake by 34% in Q1 2026, buying an estimated $608K and bringing the position to 139,345 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Bank of Montreal first reported a position in PR in Q1 2017 and has held it in 33 quarters since. The position peaked at $18.4M in Q2 2024. 616 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Bank of Montreal held 139,345 shares of Permian Resources worth $2.97M as of Q1 2026.
  • Bank of Montreal bought 35,211 Permian Resources shares in Q1 2026, an estimated $608K.
  • Permian Resources made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1515 holding.
  • Bank of Montreal first reported a position in Permian Resources in Q1 2017 and has held it in 33 quarters since.
  • Bank of Montreal's Permian Resources position peaked at $18.4M in Q2 2024.
  • 616 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.