IWC
PR

Integrated Wealth Concepts’s Permian Resources PR Stock Holding History

Integrated Wealth Concepts’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 		$621K Buy
+29,105
New +$503K ﹤0.01% 1411
2025
Q3 		– Sell
-21,547
Closed -$293K – 2074
2025
Q2 		$293K Buy
+21,547
New +$277K ﹤0.01% 1557

Other funds holding PR

BlackRock
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
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Integrated Wealth Concepts's PR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Permian Resources (PR) in Q1 2026: 29,105 shares worth $621K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in PR as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in PR in Q2 2025 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Integrated Wealth Concepts held 29,105 shares of Permian Resources worth $621K as of Q1 2026.
  • Permian Resources was a new Integrated Wealth Concepts position in Q1 2026.
  • Permian Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1411 holding.
  • Integrated Wealth Concepts first reported a position in Permian Resources in Q2 2025 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.