Focus Partners Wealth
PR

Focus Partners Wealth’s Permian Resources PR Stock Holding History

Focus Partners Wealth’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
Q1 		$6.29M Buy
295,240
+46,570
+19% +$804K 0.01% 855
2025
Q4 		$3.49M Sell
248,670
-3,998
-2% -$53.7K ﹤0.01% 1097
2025
Q3 		$3.23M Sell
252,668
-7,728
-3% -$106K 0.01% 878
2025
Q2 		$3.55M Buy
260,396
+5,431
+2% +$69.8K 0.01% 770
2025
Q1 		$3.53M Buy
254,965
+3,080
+1% +$44.1K 0.01% 726
2024
Q4 		$3.62M Sell
251,885
-254,177
-50% -$3.68M 0.01% 702
2024
Q3 		$6.89M Buy
506,062
+15,086
+3% +$222K 0.02% 484
2024
Q2 		$7.93M Buy
490,976
+267,466
+120% +$4.43M 0.03% 414
2024
Q1 		$3.95M Buy
+223,510
New +$3.28M 0.03% 367

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Focus Partners Wealth's PR Position: Q1 2026 in Review

Focus Partners Wealth increased its Permian Resources (PR) stake by 19% in Q1 2026, buying an estimated $804K and bringing the position to 295,240 shares worth $6.29M. The position accounts for 0.01% of the portfolio, ranked #855.

Focus Partners Wealth first reported a position in PR in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.93M in Q2 2024. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Focus Partners Wealth held 295,240 shares of Permian Resources worth $6.29M as of Q1 2026.
  • Focus Partners Wealth bought 46,570 Permian Resources shares in Q1 2026, an estimated $804K.
  • Permian Resources made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #855 holding.
  • Focus Partners Wealth first reported a position in Permian Resources in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Permian Resources position peaked at $7.93M in Q2 2024.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.