Charles Schwab
INR

Charles Schwab’s Infinity Natural Resources INR Stock Holding History

Charles Schwab’s Portfolio INR Stock Details INR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$745K Buy
58,651
+16,441
+39% +$245K ﹤0.01% 3107
2026
Q1 		$743K Sell
42,210
-3,547
-8% -$57.9K ﹤0.01% 2989
2025
Q4 		$674K Buy
45,757
+134
+0.3% +$1.76K ﹤0.01% 3064
2025
Q3 		$598K Buy
45,623
+2,591
+6% +$37.1K ﹤0.01% 3122
2025
Q2 		$788K Buy
43,032
+6,324
+17% +$108K ﹤0.01% 2974
2025
Q1 		$688K Buy
+36,708
New +$688K ﹤0.01% 2971

Other funds holding INR

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Charles Schwab's INR Position: Q2 2026 in Review

Charles Schwab increased its Infinity Natural Resources (INR) stake by 39% in Q2 2026, buying an estimated $245K and bringing the position to 58,651 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Charles Schwab first reported a position in INR in Q1 2025 and has held it in 6 quarters since. The position peaked at $788K in Q2 2025. 127 funds tracked by Wall St. Rank hold INR as of Q2 2026.

  • Charles Schwab held 58,651 shares of Infinity Natural Resources worth $745K as of Q2 2026.
  • Charles Schwab bought 16,441 Infinity Natural Resources shares in Q2 2026, an estimated $245K.
  • Infinity Natural Resources made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3107 holding.
  • Charles Schwab first reported a position in Infinity Natural Resources in Q1 2025 and has held it in 6 quarters since.
  • Charles Schwab's Infinity Natural Resources position peaked at $788K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.