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 Q3	$275	Hold	13	–	–	﹤0.01%	1261
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Key Financial Inc's PR Position: Q3 2026 in Review

Key Financial Inc held its Permian Resources (PR) position steady in Q3 2026 at 13 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Key Financial Inc first reported a position in PR in Q4 2023 and has held it in 12 quarters since. The position peaked at $277 in Q1 2026. 311 funds tracked by Wall St. Rank hold PR as of Q3 2026.

Key Financial Inc held 13 shares of Permian Resources worth $275 as of Q3 2026.
Key Financial Inc left its Permian Resources share count unchanged in Q3 2026.
Permian Resources made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #1261 holding.
Key Financial Inc first reported a position in Permian Resources in Q4 2023 and has held it in 12 quarters since.
Key Financial Inc's Permian Resources position peaked at $277 in Q1 2026.
311 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.