FFM
PR

Forum Financial Management’s Permian Resources PR Stock Holding History

Forum Financial Management’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 		– Sell
-22,628
Closed -$317K – 819
2025
Q4 		$317K Buy
22,628
+2,959
+15% +$39.7K ﹤0.01% 718
2025
Q3 		$252K Buy
19,669
+3,431
+21% +$47K ﹤0.01% 831
2025
Q2 		$221K Sell
16,238
-4,040
-20% -$52K ﹤0.01% 849
2025
Q1 		$281K Sell
20,278
-2
-0% -$29 ﹤0.01% 628
2024
Q4 		$292K Buy
20,280
+5,705
+39% +$82.7K ﹤0.01% 634
2024
Q3 		$198K Buy
14,575
+2
+0% +$29 ﹤0.01% 728
2024
Q2 		$235K Sell
14,573
-900
-6% -$14.9K ﹤0.01% 590
2024
Q1 		$273K Buy
15,473
+900
+6% +$13.2K ﹤0.01% 537
2023
Q4 		$198K Buy
14,573
+3,980
+38% +$54.5K ﹤0.01% 652
2023
Q3 		$148K Buy
10,593
+200
+2% +$2.52K ﹤0.01% 609
2023
Q2 		$114K Hold
10,393
– – ﹤0.01% 637
2023
Q1 		$109K Hold
10,393
– – ﹤0.01% 598
2022
Q4 		$97.7K Hold
10,393
– – ﹤0.01% 572
2022
Q3 		$71K Hold
10,393
– – ﹤0.01% 526
2022
Q2 		$62K Buy
+10,393
New +$83.1K ﹤0.01% 565

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Forum Financial Management's PR Position: Q1 2026 in Review

Forum Financial Management sold out of Permian Resources (PR) in Q1 2026, closing a stake of 22,628 shares — an estimated $317K sold.

Forum Financial Management first reported a position in PR in Q2 2022 and held it in 15 quarters. The position peaked at $317K in Q4 2025. 618 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Forum Financial Management reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 22,628 Permian Resources shares in Q1 2026, an estimated $317K.
  • Forum Financial Management first reported a position in Permian Resources in Q2 2022 and held it in 15 quarters.
  • Forum Financial Management's Permian Resources position peaked at $317K in Q4 2025.
  • 618 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.