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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 1-Year Est. Return

Beacon Pointe Advisors's PR Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Permian Resources (PR) in Q1 2026: 28,282 shares worth $603K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in PR as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in PR in Q4 2024 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Beacon Pointe Advisors held 28,282 shares of Permian Resources worth $603K as of Q1 2026.
  • Permian Resources was a new Beacon Pointe Advisors position in Q1 2026.
  • Permian Resources made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1215 holding.
  • Beacon Pointe Advisors first reported a position in Permian Resources in Q4 2024 and has held it in 5 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.