Creative Financial Designs’s Permian Resources PR Stock Holding History

Creative Financial Designs’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	$1.5M	Buy	81,536 +5,127	+7%	+$103K	0.07%	228
2026 Q1	$1.63M	Buy	76,409 +1,299	+2%	+$22.4K	0.1%	173
2025 Q4	$1.05M	Buy	75,110 +1,513	+2%	+$20.3K	0.07%	222
2025 Q3	$942K	Buy	73,597 +5,079	+7%	+$69.6K	0.06%	235
2025 Q2	$933K	Buy	68,518 +4,337	+7%	+$55.8K	0.07%	227
2025 Q1	$889K	Buy	64,181 +1,106	+2%	+$15.8K	0.07%	211
2024 Q4	$907K	Buy	+63,075	New	+$914K	0.07%	206
2021 Q4	–	Sell	-603	Closed	-$4K	–	1386
2021 Q3	$4K	Hold	603	–	–	﹤0.01%	1206
2021 Q2	$4K	Hold	603	–	–	﹤0.01%	1229
2021 Q1	$3K	Sell	603 -445	-42%	-$1.56K	﹤0.01%	1168
2020 Q4	$2K	Hold	1,048	–	–	﹤0.01%	1144
2020 Q3	$1K	Hold	1,048	–	–	﹤0.01%	1177
2020 Q2	$1K	Buy	+1,048	New	+$922	﹤0.01%	1121

Other funds holding PR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

POEH

Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Creative Financial Designs's PR Position: Q2 2026 in Review

Creative Financial Designs increased its Permian Resources (PR) stake by 6.7% in Q2 2026, buying an estimated $103K and bringing the position to 81,536 shares worth $1.5M. The position accounts for 0.07% of the portfolio, ranked #228.

Creative Financial Designs first reported a position in PR in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.63M in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

Creative Financial Designs held 81,536 shares of Permian Resources worth $1.5M as of Q2 2026.
Creative Financial Designs bought 5,127 Permian Resources shares in Q2 2026, an estimated $103K.
Permian Resources made up 0.07% of Creative Financial Designs's portfolio in Q2 2026, its #228 holding.
Creative Financial Designs first reported a position in Permian Resources in Q2 2020 and has held it in 13 quarters since.
Creative Financial Designs's Permian Resources position peaked at $1.63M in Q1 2026.
619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.