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
Q2 		– Sell
-176,700
Closed -$2.45M – 3679
2025
Q1 		$2.45M Buy
+176,700
New +$2.53M ﹤0.01% 1433
2021
Q1 		– Sell
-1,043,100
Closed -$2.11M – 5296
2020
Q4 		$2.11M Hold
1,043,100
– – ﹤0.01% 1802
2020
Q3 		$645K Buy
1,043,100
+1,000
+0.1% +$768 ﹤0.01% 2205
2020
Q2 		$798K Sell
1,042,100
-200
-0% -$176 ﹤0.01% 2038
2020
Q1 		$305K Buy
+1,042,300
New +$2.65M ﹤0.01% 2186

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 $3.38T AUM 44.17% 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

Bank of Montreal's PR Position: Q2 2026 in Review

Bank of Montreal reduced its Permian Resources (PR) stake by 40% in Q2 2026, selling an estimated $1.11M and leaving 84,085 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Bank of Montreal first reported a position in PR in Q1 2017 and has held it in 34 quarters since. The position peaked at $18.4M in Q2 2024. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Bank of Montreal held 84,085 shares of Permian Resources worth $1.55M as of Q2 2026.
  • Bank of Montreal sold 55,260 Permian Resources shares in Q2 2026, an estimated $1.11M.
  • Permian Resources made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1858 holding.
  • Bank of Montreal first reported a position in Permian Resources in Q1 2017 and has held it in 34 quarters since.
  • Bank of Montreal's Permian Resources position peaked at $18.4M in Q2 2024.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.