HFS
PRT

Howard Financial Services’s PermRock Royalty Trust Unit PRT Stock Holding History

Howard Financial Services’s Portfolio PRT Stock Details PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-28,741
Closed -$95.1K – 276
2026
Q1 		$95.1K Hold
28,741
– – 0.01% 220
2025
Q4 		$80.5K Hold
28,741
– – 0.01% 202
2025
Q3 		$114K Hold
28,741
– – 0.01% 191
2025
Q2 		$119K Buy
+28,741
New +$113K 0.02% 178

Other funds holding PRT

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return