KWA
PR

Kingswood Wealth Advisors’s Permian Resources PR Stock Holding History

Kingswood Wealth Advisors’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 		$241K Sell
13,114
-788
-6% -$15.8K 0.01% 877
2026
Q1 		$296K Buy
13,902
+234
+2% +$4.04K 0.01% 716
2025
Q4 		$192K Buy
13,668
+706
+5% +$9.48K 0.01% 831
2025
Q3 		$166K Buy
12,962
+2,460
+23% +$33.7K 0.01% 769
2025
Q2 		$143K Buy
+10,502
New +$135K 0.01% 721

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

Kingswood Wealth Advisors's PR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Permian Resources (PR) stake by 5.7% in Q2 2026, selling an estimated $15.8K and leaving 13,114 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #877.

Kingswood Wealth Advisors first reported a position in PR in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q1 2026. 617 funds tracked by Wall St. Rank hold PR as of Q2 2026.

  • Kingswood Wealth Advisors held 13,114 shares of Permian Resources worth $241K as of Q2 2026.
  • Kingswood Wealth Advisors sold 788 Permian Resources shares in Q2 2026, an estimated $15.8K.
  • Permian Resources made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #877 holding.
  • Kingswood Wealth Advisors first reported a position in Permian Resources in Q2 2025 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's Permian Resources position peaked at $296K in Q1 2026.
  • 617 funds tracked by Wall St. Rank held Permian Resources as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.