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 – 820
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 $5.7T 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