FIA
PR

Foundations Investment Advisors’s Permian Resources PR Stock Holding History

Foundations 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
2025
Q4 		– Sell
-13,732
Closed -$176K – 1171
2025
Q3 		$176K Hold
13,732
– – ﹤0.01% 1005
2025
Q2 		$187K Buy
+13,732
New +$177K ﹤0.01% 885
2024
Q4 		– Sell
-10,481
Closed -$143K – 876
2024
Q3 		$143K Sell
10,481
-6,269
-37% -$92.1K ﹤0.01% 786
2024
Q2 		$271K Buy
+16,750
New +$278K 0.01% 631

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Foundations Investment Advisors's PR Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Permian Resources (PR) in Q4 2025, closing a stake of 13,732 shares — an estimated $176K sold.

Foundations Investment Advisors first reported a position in PR in Q2 2024 and held it in 4 quarters. The position peaked at $271K in Q2 2024. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Permian Resources position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,732 Permian Resources shares in Q4 2025, an estimated $176K.
  • Foundations Investment Advisors first reported a position in Permian Resources in Q2 2024 and held it in 4 quarters.
  • Foundations Investment Advisors's Permian Resources position peaked at $271K in Q2 2024.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.