CWP
PR

Curated Wealth Partners’s Permian Resources PR Stock Holding History

Curated Wealth Partners’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 		– Sell
-74,703
Closed -$1.59M – 879
2026
Q1 		$1.59M Buy
74,703
+4,102
+6% +$70.8K 0.2% 38
2025
Q4 		$991K Buy
70,601
+747
+1% +$10K 0.11% 70
2025
Q3 		$894K Hold
69,854
– – 0.11% 67
2025
Q2 		$951K Hold
69,854
– – 0.11% 59
2025
Q1 		$967K Sell
69,854
-25,000
-26% -$358K 0.13% 55
2024
Q4 		$1.36M Hold
94,854
– – 0.16% 38
2024
Q3 		$1.29M Hold
94,854
– – 0.17% 39
2024
Q2 		$1.53M Buy
+94,854
New +$1.57M 0.21% 29

Other funds holding PR

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
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
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Curated Wealth Partners's PR Position: Q2 2026 in Review

Curated Wealth Partners sold out of Permian Resources (PR) in Q2 2026, closing a stake of 74,703 shares — an estimated $1.59M sold.

Curated Wealth Partners first reported a position in PR in Q2 2024 and held it in 8 quarters. The position peaked at $1.59M in Q1 2026. 142 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Curated Wealth Partners reported no remaining Permian Resources position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 74,703 Permian Resources shares in Q2 2026, an estimated $1.59M.
  • Curated Wealth Partners first reported a position in Permian Resources in Q2 2024 and held it in 8 quarters.
  • Curated Wealth Partners's Permian Resources position peaked at $1.59M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.