Financial Management Professionals’s Par Pacific Holdings PARR Stock Holding History

Financial Management Professionals’s Portfolio PARR Stock Details PARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4K	Hold	363	–	–	﹤0.01%	448
2026 Q1	$22.7K	Hold	363	–	–	﹤0.01%	381
2025 Q4	$12.8K	Hold	363	–	–	﹤0.01%	488
2025 Q3	$12.9K	Buy	+363	New	+$11.8K	﹤0.01%	479
2023 Q2	–	Sell	-1,334	Closed	-$39K	–	1060
2023 Q1	$39K	Hold	1,334	–	–	0.01%	300
2022 Q4	$31K	Buy	+1,334	New	+$29.1K	0.01%	288
2020 Q1	–	Sell	-100	Closed	-$2K	–	345
2019 Q4	$2K	Buy	+100	New	+$2.38K	﹤0.01%	280

Other funds holding PARR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM