Kestra Private Wealth Services’s Permian Resources PR Stock Holding History

Kestra Private Wealth 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	–	Sell	-12,819	Closed	-$180K	–	1854
2025 Q4	$180K	Buy	12,819 +101	+0.8%	+$1.36K	﹤0.01%	1610
2025 Q3	$163K	Buy	12,718 +113	+0.9%	+$1.55K	﹤0.01%	1581
2025 Q2	$172K	Buy	12,605 +13	+0.1%	+$167	﹤0.01%	1515
2025 Q1	$174K	Buy	12,592 +43	+0.3%	+$616	﹤0.01%	1406
2024 Q4	$180K	Buy	+12,549	New	+$182K	﹤0.01%	1331
2022 Q1	–	Sell	-51,594	Closed	-$309K	–	1046
2021 Q4	$309K	Buy	+51,594	New	+$352K	0.01%	753

Other funds holding PR

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Kestra Private Wealth Services's PR Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Permian Resources (PR) in Q1 2026, closing a stake of 12,819 shares — an estimated $180K sold.

Kestra Private Wealth Services first reported a position in PR in Q4 2021 and held it in 6 quarters. The position peaked at $309K in Q4 2021. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

Kestra Private Wealth Services reported no remaining Permian Resources position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 12,819 Permian Resources shares in Q1 2026, an estimated $180K.
Kestra Private Wealth Services first reported a position in Permian Resources in Q4 2021 and held it in 6 quarters.
Kestra Private Wealth Services's Permian Resources position peaked at $309K in Q4 2021.
614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.