DIA
PR

Dana Investment Advisors’s Permian Resources PR Stock Holding History

Dana 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 		$9.03M Sell
490,300
-7,924
-2% -$159K 0.23% 103
2026
Q1 		$10.6M Sell
498,224
-34,707
-7% -$599K 0.32% 71
2025
Q4 		$7.48M Sell
532,931
-684
-0.1% -$9.19K 0.22% 109
2025
Q3 		$6.83M Sell
533,615
-3,814
-0.7% -$52.3K 0.2% 117
2025
Q2 		$7.32M Sell
537,429
-8,687
-2% -$112K 0.24% 107
2025
Q1 		$7.56M Sell
546,116
-14,047
-3% -$201K 0.27% 91
2024
Q4 		$8.06M Sell
560,163
-32,296
-5% -$468K 0.27% 86
2024
Q3 		$8.06M Sell
592,459
-69,987
-11% -$1.03M 0.27% 105
2024
Q2 		$10.7M Sell
662,446
-8,839
-1% -$146K 0.36% 67
2024
Q1 		$11.9M Buy
+671,285
New +$9.85M 0.39% 70

Other funds holding PR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
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
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Dana Investment Advisors reduced its Permian Resources (PR) stake by 1.6% in Q2 2026, selling an estimated $159K and leaving 490,300 shares worth $9.03M. The position accounts for 0.23% of the portfolio, ranked #103.

Dana Investment Advisors first reported a position in PR in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.9M in Q1 2024. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Dana Investment Advisors held 490,300 shares of Permian Resources worth $9.03M as of Q2 2026.
  • Dana Investment Advisors sold 7,924 Permian Resources shares in Q2 2026, an estimated $159K.
  • Permian Resources made up 0.23% of Dana Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Dana Investment Advisors first reported a position in Permian Resources in Q1 2024 and has held it in 10 quarters since.
  • Dana Investment Advisors's Permian Resources position peaked at $11.9M in Q1 2024.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.