KFI
PR

Key Financial Inc’s Permian Resources PR Stock Holding History

Key Financial Inc’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 		$239 Hold
13
– – ﹤0.01% 1303
2026
Q1 		$277 Hold
13
– – ﹤0.01% 1336
2025
Q4 		$182 Hold
13
– – ﹤0.01% 1388
2025
Q3 		$167 Hold
13
– – ﹤0.01% 1405
2025
Q2 		$177 Hold
13
– – ﹤0.01% 1383
2025
Q1 		$180 Hold
13
– – ﹤0.01% 1340
2024
Q4 		$187 Hold
13
– – ﹤0.01% 1337
2024
Q3 		$177 Hold
13
– – ﹤0.01% 1313
2024
Q2 		$210 Hold
13
– – ﹤0.01% 1293
2024
Q1 		$230 Hold
13
– – ﹤0.01% 1265
2023
Q4 		$177 Buy
+13
New +$178 ﹤0.01% 1279

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

Key Financial Inc's PR Position: Q2 2026 in Review

Key Financial Inc held its Permian Resources (PR) position steady in Q2 2026 at 13 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Key Financial Inc first reported a position in PR in Q4 2023 and has held it in 11 quarters since. The position peaked at $277 in Q1 2026. 619 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Key Financial Inc held 13 shares of Permian Resources worth $239 as of Q2 2026.
  • Key Financial Inc left its Permian Resources share count unchanged in Q2 2026.
  • Permian Resources made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1303 holding.
  • Key Financial Inc first reported a position in Permian Resources in Q4 2023 and has held it in 11 quarters since.
  • Key Financial Inc's Permian Resources position peaked at $277 in Q1 2026.
  • 619 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.