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Capstone Wealth Management (Alabama)’s Permian Resources PR Stock Holding History

Capstone Wealth Management (Alabama)’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
Q3 		$260K Buy
12,297
+1,235
+11% +$26.6K 0.12% 139
2026
Q2 		$204K Buy
+11,062
New +$222K 0.09% 182

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s PR Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its Permian Resources (PR) stake by 11% in Q3 2026, buying an estimated $26.6K and bringing the position to 12,297 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #139.

Capstone Wealth Management (Alabama) first reported a position in PR in Q2 2026 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Capstone Wealth Management (Alabama) held 12,297 shares of Permian Resources worth $260K as of Q3 2026.
  • Capstone Wealth Management (Alabama) bought 1,235 Permian Resources shares in Q3 2026, an estimated $26.6K.
  • Permian Resources made up 0.12% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #139 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Permian Resources in Q2 2026 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.