Integrated Wealth Concepts’s PrimeEnergy Resources PNRG Stock Holding History

Integrated Wealth Concepts’s Portfolio PNRG Stock Details PNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.34K	Buy	+26	New	+$5.51K	﹤0.01%	5042

Other funds holding PNRG

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's PNRG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in PrimeEnergy Resources (PNRG) in Q2 2026: 26 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #5042 among its holdings.

93 funds tracked by Wall St. Rank hold PNRG as of Q2 2026.

Integrated Wealth Concepts held 26 shares of PrimeEnergy Resources worth $4.34K as of Q2 2026.
PrimeEnergy Resources was a new Integrated Wealth Concepts position in Q2 2026.
PrimeEnergy Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5042 holding.
93 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.