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
2025
Q1 		– Sell
-100
Closed -$1.44K – 1316
2024
Q4 		$1.44K Hold
100
– – ﹤0.01% 1120
2024
Q3 		$1.36K Hold
100
– – ﹤0.01% 1090
2024
Q2 		$1.61K Buy
+100
New +$1.66K ﹤0.01% 986

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. 173 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.
  • 173 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.