Homestead Advisers’s Permian Resources PR Stock Holding History

Homestead Advisers’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	$4.62M	Buy	216,500 +75,300	+53%	+$1.3M	0.12%	69
2025 Q4	$1.98M	Hold	141,200	–	–	0.05%	90
2025 Q3	$1.81M	Sell	141,200 -22,800	-14%	-$313K	0.04%	95
2025 Q2	$2.23M	Hold	164,000	–	–	0.05%	92
2025 Q1	$2.27M	Sell	164,000 -33,700	-17%	-$482K	0.06%	87
2024 Q4	$2.84M	Sell	197,700 -28,600	-13%	-$415K	0.07%	87
2024 Q3	$3.08M	Sell	226,300 -17,000	-7%	-$250K	0.07%	87
2024 Q2	$3.93M	Hold	243,300	–	–	0.1%	73
2024 Q1	$4.3M	Hold	243,300	–	–	0.1%	73
2023 Q4	$3.31M	Buy	243,300 +16,800	+7%	+$230K	0.08%	86
2023 Q3	$3.16M	Buy	226,500 +45,600	+25%	+$574K	0.09%	82
2023 Q2	$1.98M	Buy	180,900 +122,300	+209%	+$1.25M	0.05%	93
2023 Q1	$615K	Buy	+58,600	New	+$598K	0.02%	101

Other funds holding PR

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Homestead Advisers's PR Position: Q1 2026 in Review

Homestead Advisers increased its Permian Resources (PR) stake by 53% in Q1 2026, buying an estimated $1.3M and bringing the position to 216,500 shares worth $4.62M. The position accounts for 0.12% of the portfolio, ranked #69.

Homestead Advisers first reported a position in PR in Q1 2023 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

Homestead Advisers held 216,500 shares of Permian Resources worth $4.62M as of Q1 2026.
Homestead Advisers bought 75,300 Permian Resources shares in Q1 2026, an estimated $1.3M.
Permian Resources made up 0.12% of Homestead Advisers's portfolio in Q1 2026, its #69 holding.
Homestead Advisers first reported a position in Permian Resources in Q1 2023 and has held it in 13 quarters since.
614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Homestead Advisers's 13F filing for Q1 2026, filed 8 May 2026.