KAS
PR

Kestra Advisory Services’s Permian Resources PR Stock Holding History

Kestra Advisory Services’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 		$5.42M Sell
254,454
-45,773
-15% -$790K 0.02% 748
2025
Q4 		$4.21M Buy
300,227
+8,950
+3% +$120K 0.02% 840
2025
Q3 		$3.73M Sell
291,277
-9,505
-3% -$130K 0.02% 831
2025
Q2 		$4.1M Buy
300,782
+33,199
+12% +$427K 0.02% 740
2025
Q1 		$3.71M Buy
267,583
+19,909
+8% +$285K 0.02% 705
2024
Q4 		$3.56M Buy
247,674
+14,916
+6% +$216K 0.02% 723
2024
Q3 		$3.17M Buy
232,758
+156,194
+204% +$2.29M 0.02% 742
2024
Q2 		$1.24M Sell
76,564
-2,023
-3% -$33.5K 0.01% 1202
2024
Q1 		$1.39M Buy
78,587
+11,137
+17% +$163K 0.01% 1041
2023
Q4 		$917K Buy
67,450
+16,658
+33% +$228K 0.01% 1169
2023
Q3 		$709K Buy
50,792
+2,853
+6% +$35.9K 0.01% 1174
2023
Q2 		$525K Buy
47,939
+10,151
+27% +$104K 0.01% 1297
2023
Q1 		$397K Sell
37,788
-2,573
-6% -$26.3K ﹤0.01% 1403
2022
Q4 		$379K Buy
40,361
+12,119
+43% +$116K ﹤0.01% 1569
2022
Q3 		$192K Buy
28,242
+3,492
+14% +$24.1K ﹤0.01% 1888
2022
Q2 		$148K Buy
24,750
+5,314
+27% +$42.5K ﹤0.01% 1938
2022
Q1 		$157K Buy
+19,436
New +$153K ﹤0.01% 1894
2021
Q4 		– Sell
-11,567
Closed -$77K – 2154
2021
Q3 		$77K Buy
+11,567
New +$63.1K ﹤0.01% 2073

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

Kestra Advisory Services's PR Position: Q1 2026 in Review

Kestra Advisory Services reduced its Permian Resources (PR) stake by 15% in Q1 2026, selling an estimated $790K and leaving 254,454 shares worth $5.42M. The position accounts for 0.02% of the portfolio, ranked #748.

Kestra Advisory Services first reported a position in PR in Q3 2021 and has held it in 18 quarters since. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • Kestra Advisory Services held 254,454 shares of Permian Resources worth $5.42M as of Q1 2026.
  • Kestra Advisory Services sold 45,773 Permian Resources shares in Q1 2026, an estimated $790K.
  • Permian Resources made up 0.02% of Kestra Advisory Services's portfolio in Q1 2026, its #748 holding.
  • Kestra Advisory Services first reported a position in Permian Resources in Q3 2021 and has held it in 18 quarters since.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.