BPA
PR

Beacon Pointe Advisors’s Permian Resources PR Stock Holding History

Beacon Pointe 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
Q2 		$323K Sell
17,553
-10,729
-38% -$216K ﹤0.01% 1566
2026
Q1 		$603K Buy
+28,282
New +$488K ﹤0.01% 1215
2025
Q4 		– Sell
-13,073
Closed -$167K – 1550
2025
Q3 		$167K Sell
13,073
-10,333
-44% -$142K ﹤0.01% 1335
2025
Q2 		$319K Sell
23,406
-427
-2% -$5.49K ﹤0.01% 1024
2025
Q1 		$330K Buy
23,833
+2,829
+13% +$40.5K ﹤0.01% 985
2024
Q4 		$302K Buy
+21,004
New +$304K ﹤0.01% 1003

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

Beacon Pointe Advisors's PR Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Permian Resources (PR) stake by 38% in Q2 2026, selling an estimated $216K and leaving 17,553 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Beacon Pointe Advisors first reported a position in PR in Q4 2024 and has held it in 6 quarters since. The position peaked at $603K in Q1 2026. 618 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Beacon Pointe Advisors held 17,553 shares of Permian Resources worth $323K as of Q2 2026.
  • Beacon Pointe Advisors sold 10,729 Permian Resources shares in Q2 2026, an estimated $216K.
  • Permian Resources made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1566 holding.
  • Beacon Pointe Advisors first reported a position in Permian Resources in Q4 2024 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's Permian Resources position peaked at $603K in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.