Jones Financial Companies
PR

Jones Financial Companies’s Permian Resources PR Stock Holding History

Jones Financial Companies’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 		$7.88M Buy
421,153
+24,489
+6% +$492K ﹤0.01% 1005
2026
Q1 		$8.59M Buy
396,664
+357,775
+920% +$6.18M ﹤0.01% 870
2025
Q4 		$546K Buy
38,889
+4,454
+13% +$59.8K ﹤0.01% 1488
2025
Q3 		$471K Sell
34,435
-5,482
-14% -$75.2K ﹤0.01% 1420
2025
Q2 		$548K Buy
39,917
+7,005
+21% +$90.1K ﹤0.01% 1243
2025
Q1 		$453K Buy
32,912
+3,281
+11% +$47K ﹤0.01% 1174
2024
Q4 		$426K Buy
29,631
+7,958
+37% +$115K ﹤0.01% 1052
2024
Q3 		$293K Buy
21,673
+7,729
+55% +$114K ﹤0.01% 1009
2024
Q2 		$225K Buy
+13,944
New +$231K ﹤0.01% 794

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

Jones Financial Companies's PR Position: Q2 2026 in Review

Jones Financial Companies increased its Permian Resources (PR) stake by 6.2% in Q2 2026, buying an estimated $492K and bringing the position to 421,153 shares worth $7.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Jones Financial Companies first reported a position in PR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.59M in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Jones Financial Companies held 421,153 shares of Permian Resources worth $7.88M as of Q2 2026.
  • Jones Financial Companies bought 24,489 Permian Resources shares in Q2 2026, an estimated $492K.
  • Permian Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1005 holding.
  • Jones Financial Companies first reported a position in Permian Resources in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Permian Resources position peaked at $8.59M in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.