BIA
PR

Bell Investment Advisors’s Permian Resources PR Stock Holding History

Bell Investment 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 		$14.1K Hold
660
– – ﹤0.01% 558
2025
Q4 		$9.26K Buy
660
+404
+158% +$5.42K ﹤0.01% 722
2025
Q3 		$3.28K Hold
256
– – ﹤0.01% 1121
2025
Q2 		$3.49K Buy
256
+198
+341% +$2.55K ﹤0.01% 1140
2025
Q1 		$804 Hold
58
– – ﹤0.01% 1623
2024
Q4 		$835 Hold
58
– – ﹤0.01% 1632
2024
Q3 		$790 Hold
58
– – ﹤0.01% 1665
2024
Q2 		$937 Hold
58
– – ﹤0.01% 1626
2024
Q1 		$1.02K Hold
58
– – ﹤0.01% 1595
2023
Q4 		$789 Hold
58
– – ﹤0.01% 1655
2023
Q3 		$810 Hold
58
– – ﹤0.01% 1632
2023
Q2 		$636 Hold
58
– – ﹤0.01% 1733
2023
Q1 		$609 Hold
58
– – ﹤0.01% 1740
2022
Q4 		$545 Buy
+58
New +$555 ﹤0.01% 1779

Other funds holding PR

BlackRock
BlackRock New York $5.7T 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