CIA
PR

Concurrent Investment Advisors’s Permian Resources PR Stock Holding History

Concurrent Investment Advisors’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 		$1.39M Buy
75,526
+22,164
+42% +$445K 0.01% 860
2026
Q1 		$1.14M Buy
53,362
+4,675
+10% +$80.7K 0.01% 827
2025
Q4 		$683K Sell
48,687
-498
-1% -$6.69K 0.01% 1010
2025
Q3 		$630K Buy
+49,185
New +$674K 0.01% 818
2025
Q2 		– Sell
-11,265
Closed -$156K – 1460
2025
Q1 		$156K Sell
11,265
-20,846
-65% -$298K ﹤0.01% 1159
2024
Q4 		$462K Sell
32,111
-2,726
-8% -$39.5K 0.01% 689
2024
Q3 		$474K Buy
34,837
+3,895
+13% +$57.2K 0.01% 636
2024
Q2 		$500K Buy
30,942
+11,267
+57% +$187K 0.02% 585
2024
Q1 		$347K Sell
19,675
-3,562
-15% -$52.3K 0.01% 639
2023
Q4 		$316K Buy
+23,237
New +$318K 0.01% 635

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

Concurrent Investment Advisors's PR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Permian Resources (PR) stake by 42% in Q2 2026, buying an estimated $445K and bringing the position to 75,526 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #860.

Concurrent Investment Advisors first reported a position in PR in Q4 2023 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Concurrent Investment Advisors held 75,526 shares of Permian Resources worth $1.39M as of Q2 2026.
  • Concurrent Investment Advisors bought 22,164 Permian Resources shares in Q2 2026, an estimated $445K.
  • Permian Resources made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #860 holding.
  • Concurrent Investment Advisors first reported a position in Permian Resources in Q4 2023 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.