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
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 $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

Belpointe Asset Management's PR Position: Q1 2026 in Review

Belpointe Asset Management reduced its Permian Resources (PR) stake by 42% in Q1 2026, selling an estimated $280K and leaving 22,218 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #707.

Belpointe Asset Management first reported a position in PR in Q1 2025 and has held it in 5 quarters since. The position peaked at $540K in Q4 2025. 615 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Belpointe Asset Management held 22,218 shares of Permian Resources worth $474K as of Q1 2026.
  • Belpointe Asset Management sold 16,236 Permian Resources shares in Q1 2026, an estimated $280K.
  • Permian Resources made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #707 holding.
  • Belpointe Asset Management first reported a position in Permian Resources in Q1 2025 and has held it in 5 quarters since.
  • Belpointe Asset Management's Permian Resources position peaked at $540K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.