Howard Financial Services
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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 – 257
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

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Susquehanna International Group
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XTX Topco
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Cetera Investment Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HHM Wealth Advisors
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Howard Financial Services's PRT Position: Q2 2026 in Review

Howard Financial Services sold out of PermRock Royalty Trust Unit (PRT) in Q2 2026, closing a stake of 28,741 shares — an estimated $95.1K sold.

Howard Financial Services first reported a position in PRT in Q2 2025 and held it in 4 quarters. The position peaked at $119K in Q2 2025. 19 funds tracked by Wall St. Rank hold PRT as of Q2 2026.

  • Howard Financial Services reported no remaining PermRock Royalty Trust Unit position as of Q2 2026 after selling out during the quarter.
  • Howard Financial Services sold 28,741 PermRock Royalty Trust Unit shares in Q2 2026, an estimated $95.1K.
  • Howard Financial Services first reported a position in PermRock Royalty Trust Unit in Q2 2025 and held it in 4 quarters.
  • Howard Financial Services's PermRock Royalty Trust Unit position peaked at $119K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held PermRock Royalty Trust Unit as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.