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
Q2 		$617K Buy
33,493
+4,388
+15% +$88.2K ﹤0.01% 1527
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Permian Resources (PR) stake by 15% in Q2 2026, buying an estimated $88.2K and bringing the position to 33,493 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Integrated Wealth Concepts first reported a position in PR in Q2 2025 and has held it in 3 quarters since. The position peaked at $621K in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Integrated Wealth Concepts held 33,493 shares of Permian Resources worth $617K as of Q2 2026.
  • Integrated Wealth Concepts bought 4,388 Permian Resources shares in Q2 2026, an estimated $88.2K.
  • Permian Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1527 holding.
  • Integrated Wealth Concepts first reported a position in Permian Resources in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Permian Resources position peaked at $621K in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

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