Bay Harbor Wealth Management
PR icon

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
Q3 		$2.85K Buy
135
+45
+50% +$970 ﹤0.01% 587
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

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bay Harbor Wealth Management's PR Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its Permian Resources (PR) stake by 50% in Q3 2026, buying an estimated $970 and bringing the position to 135 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Bay Harbor Wealth Management first reported a position in PR in Q2 2025 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Bay Harbor Wealth Management held 135 shares of Permian Resources worth $2.85K as of Q3 2026.
  • Bay Harbor Wealth Management bought 45 Permian Resources shares in Q3 2026, an estimated $970.
  • Permian Resources made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #587 holding.
  • Bay Harbor Wealth Management first reported a position in Permian Resources in Q2 2025 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.