CWMA
PR

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
Q2 		$204K Buy
+11,062
New +$222K 0.09% 182

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s PR Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in Permian Resources (PR) in Q2 2026: 11,062 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #182 among its holdings.

182 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 11,062 shares of Permian Resources worth $204K as of Q2 2026.
  • Permian Resources was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • Permian Resources made up 0.09% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #182 holding.
  • 182 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.