BHWM
PR

Bay Harbor Wealth Management’s Permian Resources PR Stock Holding History

Bay Harbor Wealth Management’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
Q2 		$1.66K Buy
90
+6
+7% +$121 ﹤0.01% 716
2026
Q1 		$1.79K Buy
84
+48
+133% +$829 ﹤0.01% 592
2025
Q4 		$505 Buy
36
+22
+157% +$295 ﹤0.01% 858
2025
Q3 		$179 Buy
14
+8
+133% +$110 ﹤0.01% 1060
2025
Q2 		$81 Buy
+6
New +$77 ﹤0.01% 1141

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 $3.37T AUM 44.26% 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

Bay Harbor Wealth Management's PR Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Permian Resources (PR) stake by 7.1% in Q2 2026, buying an estimated $121 and bringing the position to 90 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Bay Harbor Wealth Management first reported a position in PR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79K in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Bay Harbor Wealth Management held 90 shares of Permian Resources worth $1.66K as of Q2 2026.
  • Bay Harbor Wealth Management bought 6 Permian Resources shares in Q2 2026, an estimated $121.
  • Permian Resources made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Bay Harbor Wealth Management first reported a position in Permian Resources in Q2 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's Permian Resources position peaked at $1.79K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.