BAM
PR

Belpointe Asset Management’s Permian Resources PR Stock Holding History

Belpointe Asset 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 		$424K Buy
23,049
+831
+4% +$16.7K 0.01% 774
2026
Q1 		$474K Sell
22,218
-16,236
-42% -$280K 0.02% 707
2025
Q4 		$540K Buy
38,454
+268
+0.7% +$3.6K 0.02% 630
2025
Q3 		$489K Buy
38,186
+1,936
+5% +$26.5K 0.02% 637
2025
Q2 		$494K Buy
36,250
+2,681
+8% +$34.5K 0.02% 578
2025
Q1 		$465K Buy
+33,569
New +$481K 0.02% 587

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

Belpointe Asset Management's PR Position: Q2 2026 in Review

Belpointe Asset Management increased its Permian Resources (PR) stake by 3.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 23,049 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #774.

Belpointe Asset Management first reported a position in PR in Q1 2025 and has held it in 6 quarters since. The position peaked at $540K in Q4 2025. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Belpointe Asset Management held 23,049 shares of Permian Resources worth $424K as of Q2 2026.
  • Belpointe Asset Management bought 831 Permian Resources shares in Q2 2026, an estimated $16.7K.
  • Permian Resources made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #774 holding.
  • Belpointe Asset Management first reported a position in Permian Resources in Q1 2025 and has held it in 6 quarters since.
  • Belpointe Asset Management's Permian Resources position peaked at $540K in Q4 2025.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.